Carlee is an Operations Associate at SAM. Her tasks include opening new accounts, replicating accounts and working various client cases.
Prior to joining SAM, Carlee was in retail banking where she led her previous institution’s loan operations department.
Carlee received her A.S. in Marketing form Niagara University. Once she graduated Niagara, she moved to Bolton Landing, New York where she went on to continue her education at SUNY Plattsburgh graduating with her B.S. in Business Administration with a minor in Supply Chain Management.
She currently lives in Bolton Landing. In her free time, she loves to travel and is constantly looking to explore new places.