Kara Brookbank
Advisor Relationship Manager @Penchecks Trust
Austin, TX, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2025 — Present
Advisor Relationship Manager @Penchecks Trust
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Austin, TX, US
Build and strengthen advisor relationships to drive adoption of PenChecks’ voluntary IRA-Serve as a go-to resource for product education and advisor support-Partner with internal teams to streamline onboarding and improve the advisor experience-Provide training and tools that help advisors grow retirement business and client satisfaction.
EDUCATION
2015 — 2018
Texas State University
Bachelor of Arts - BA
ABOUT KARA BROOKBANK
I believe financial advisors play a critical role in shaping better financial futures for…
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