Carrie Anderson, CES™
Senior Service and Operations Specialist
Since joining The Kelly Group in 2019 as a client service associate, Carrie’s role has evolved into a Senior Service and Operations Specialist. Showcasing her problem-solving abilities, critical thinking and organizational skills has allowed her to meet daily tasks in a proficient and timely manner. Whether it’s opening new accounts, handling cash related requests, reviewing year-end reports, and performing maintenance on client’s accounts; Carrie’s goal is making sure our client’s needs are met. Occasionally, you may find her answering the phones and greeting clients at the front desk.
Carrie recently obtained her estate planning designation, CES™ (Certified Estate and Trust Specialist™) from the “institute of Business and Finance.” This certification focuses on the different types of trusts, probate rules, payable-on-death accounts, and managing estate assets. To Carrie, this was an opportunity to not only expand her knowledge, but to better understand and assist clients during a sensitive time.
Prior to joining The Kelly Group, Carrie worked in the banking industry for more than 5 years. As a Harford County native, she felt it was important to plant roots locally. Currently, Carrie, her husband, Doug, and their two sons reside in Jarrettsville, 5 minutes away from Carrie’s childhood home. In their spare time you may find the Anderson Family playing in the dirt at a local tractor pull, fishing, enjoying the outdoors, and most importantly spending time as a family.