Client Relationship Manager
Karen Cameron brings over 15 years of administrative practice to her position at Wharton Investment Consultants. She has been happily assisting clients in her role as Client Relationship Manager since April 2003 and is a pivotal part of our team. Karen is responsible for supporting a busy roster of clients; maintaining a constant stream of inquiries, problem solving, navigating, scheduling, and troubleshooting for the client and the advisor. Her attention and skill set affords her position focus and clear opportunity to attain the goals expected from each and every individual she supports.
Outside of the office, Karen and her husband enjoy relaxing with their dog Abbey.
Karen's role as Client Relationship Manager is an essential component to the efficiency of the overall office and relationships with our clients which is paramount. She brings versatility to her position as an effective administrator of a busy office. Her personal qualities demonstrate an eye for maximizing time and achieving greater value.