Experience & Expertise

Kareen is a Client Service Specialist at Greenspring Advisors. She supports our
advisors and wealth management teams by facilitating a range of transactions and
administrative workflows, including money movement, account openings, and transfers.
She also oversees client account administration to ensure accuracy and regulatory
compliance.
Kareen deeply values the trust she earns with clients, and she feels passionate about
making a difference in their lives through careful account management and proactive
guidance.
Before joining Greenspring, Kareen worked at a major financial services company as a
Financial Representative and Operations Representative in brokerage support. She also
holds a certificate in Digital Design, and her background in technology fuels an
eagerness to enhance financial performance with new tools and processes. She holds a
Bachelor of Arts with Honors from the University of Toronto in Communication, Culture
and Information Technology (CCIT), and English.

A New Jersey native, Kareen spends her free time with her family and her corgi, Zion.
She enjoys cooking, reading, art, and being outdoors.

Favorite Thing About Working With Clients

“Building relationships and finding new methods of enhancing financial performance or
transactions with new tools and processes.”

My Philosophy On Client Service

“I deeply value the trust I earn with clients and feel passionate about making a
difference in their lives through careful account management and proactive guidance.”