Client Service Assistant
Carolyn is a Client Service Assistant at Axial and mainly assists advisors Bill Casagrande and Jay Pensavalle. Her role consists of performing a wide range of administrative tasks, opening of new accounts, fund transfers, and annuity applications. She joined Axial Financial Group in July 2016, bringing with her over 20 years of experience in the financial industry. Carolyn previously worked for Fidelity Investments in various departments within the company, including Fidelity’s Real Estate department, Fidelity Properties, and then in the Investor Center as a customer service representative.
Carolyn is from Medford, MA, where she currently resides with her daughter, Amanda, and her dog Oreo. In her spare time, she loves following the latest fashion styles and trends. Her daughter, Amanda, is a fashion major at Lassell University, where Carolyn volunteers for their yearly fashion show, assisting with setting up stage props, decorating the stage, and getting clothes together for the show. Carolyn also enjoys walking with her neighborhood walking club and unwinds by doing yoga and weight training.
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