Carol O'Boyle is the Office Manager for O'Boyle Wealth Management, a full service financial planning and investment management firm, located in Beverly Hills, California.
Carol joined O'Boyle Wealth Management in 2013 and is responsible for overseeing all of our back office operations. Carol previously worked for six years in financial services at both Bank of America and Citibank; her unique insight has helped to optimize client experiences via systematic, repeatable processes.
Carol's passion and commitment to organization and structure have streamlined office operations. Carol maintains client files, and manages administrative requests including account opening, transfers, check processing and cashiering requests.
Carol holds a Bachelors Degree from the College of Business & Economics at California State University, Northridge (CSUN). Carol is currently enrolled in courses at the College for Financial Planning working towards her CERTIFIED FINANCIAL PLANNER™ certification.