Karen Perry brought nearly three decades of invaluable client services experience to NetVEST when she joined the team in 2021 as an Operations Assistant. Before joining NetVEST, Karen's career showcased her exceptional managerial, organizational, and administrative talents in various capacities, including as a wholesale coordinator at prominent mortgage companies and as a community services specialist for the city of Tempe.
In her role at NetVEST, Karen plays a pivotal role in the Operations department, where she meticulously handles the processing and maintenance of client accounts across all advisors. Her commitment to efficiency and accuracy ensures that every aspect of client service meets the highest standards of excellence.
Karen Perry's contributions embody a blend of experience, professionalism, and a customer-first attitude that enhances NetVEST's reputation for exceptional service and client satisfaction. Her tenure continues to strengthen the firm's operational capabilities and reinforces its commitment to delivering comprehensive and reliable financial solutions.