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Bio

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Karrie Roels is a seasoned financial professional with 16 years of experience in trust operations, leadership, and financial analysis. She holds a Graduate Trust Operations degree from Cannon Financial Institute and a Certified Securities Operations Professional certification from the Institute of Certified Bankers.

Credentials

  • Certified Securties Operations Professional
    Institute of Certified Bankers
    Jan, 1998
    - Apr, 2026

Experience

Education

  • 1987 - 1987
    Illinois Bankers Association
    Illinois State University Trust School, Trust & Investments
  • Alleman Catholic High School
    General Studies
  • Cannon Financial Institute Myrtle Beach SC
    Securities Operations Graduate
  • Cannon Financial Institute University of Notre Dame
    Trust Administration
  • Cannon Financial Institute University of Notre Dame
    Graduate Trust Operations

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Industry Focus. “Financial Services”

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