As an Implementation Specialist, Kara is responsible for the preparation and processing of investment account paperwork, insurance processing, and account maintenance. She works closely with the Client Relationship Managers and Associate Client Relationship Managers.
Prior to joining Maller Wealth Advisors, Kara worked in the automotive industry for over 20 years. She was an office manager, supporting the President, Vice President, and Center Manager in a luxury automotive group in Baltimore. She is a gold certified warranty administrator for Jaguar and Land Rover products. Her experience also includes GM warranty administration and compliance as well as leading the audit team for periodic and factory audits.
Education and Certifications
Life & Health Insurance Licensed
Continuing Education courses related to the industry