Karri Jones, MBA

Project Manager

Karri is responsible for daily operations, organizing client/vendor database, distribution of quarterly investment reports, producing financial reports used for decision making, budgeting, accounts payable, accounts receivable, payroll, monthly financial reporting, cash flow analysis and audit management, and she acts as the Corporate Secretary.

She has over 20 years experience in financial services and has been with ChartMark for 10 years.

Phone 9184777685