Caroline joined Meridian in January of 2020 bringing strong finance and analytics skills. Prior to Meridian Caroline worked as a Sales Analyst at Mutual of Omaha in their Tampa sales office. She was responsible for marketing and implementing new employee benefits business for the three Florida sales offices. She worked with brokers to review proposal guidelines and establish rates, benefit design, and contract provisions.
Prior to her role at Mutual of Omaha, Caroline worked at Franklin Templeton Investments. Her role as a Senior Client Representative focused on customer relations in the retirement plan division, where she assisted clients with Simple IRA, SEP IRA, 403(b), Investment Only Business Accounts and Inherited IRAs. At Meridian, Caroline focuses on site selection and leasing.
Caroline holds a Bachelor of Science degree in Business Administration with an emphasis on Finance from the Leeds School of Business at University of Colorado at Boulder.