You may recognize Cara as she worked with us from 2018-2020. She has recently returned to IIS (with a different last name) after a stint as an Underwriter for an insurance company. Previously she had experience working with employee benefits but got her start in finance handling mutual fund accounts at T. Rowe Price. Her role here will be focused on onboarding new clients and servicing existing accounts.
She earned her bachelor’s degree from the University of Maryland and holds two securities registrations and has a her life insurance license as well.
Cara is originally from Maryland but has called Maine home since 2012. She lives in Biddeford with her dog and loves the beach, golfing and knitting.