Carolyn Jerome is a Director of Human Resources and is based in the San Rafael office.
Carolyn is responsible for working with the HR team to manage Wealthspire’s human resources policies, programs, and practices. She works with the leadership team to develop and monitor overall HR strategies and tactics that help Wealthspire set the standard as a “best place to work.”
Previously, she worked at Private Ocean as the Finance and Human Resources Manager. She also served as the HR Manager for both Junxure CRM and Advisor Engine, and prior to that, she owned a personnel staffing service. She has a BS in Human Resource Management from San Diego State University.
In her free time, Carolyn enjoys spending time with her husband and two sons, who all enjoy being outdoors hiking, biking, and skiing.
Previous Experience
- Finance and Human Resources Manager at Private Ocean Wealth Management
Education & Credentials
- BS, San Diego State University, Human Resource Management
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
