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Carolyn  Barbian

Carolyn Barbian

Executive Assistant

Carolyn is Executive Assistant for Rich Trinitapoli, Jose Castillo and Jack Stewart.  She prepares and processes new business applications, prepares client materials for meetings and addresses client service issues to ensure a timely resolution. She also manages appointment calendars and client correspondence and is the Office Manager of the Waukesha office. 

Carolyn has twenty-five years of experience in the financial services industry.