client relations
Carolyn Flanagan
CLIENT RELATIONS SPECIALIST

Carolyn recently joined 10-15 Associates in Goshen, NY in July 2016. While working in the field of client relations, Carolyn’s duties include administrative support to both Brian Tegnander, senior wealth advisor and Michael DeMatteo Jr., associate wealth advisor. She also assists in the preparation of weekly client portfolio performance reports and the everyday tasks of phone inquiries and account paperwork.

 

Carolyn has nearly fifteen years’ experience as an administrative assistant and also in retail and customer service. She earned her Bachelor’s Degree of Arts from Mount Saint Mary College, Newburgh, NY after which she worked in a not-for-profit organization specializing in helping others in need.

 

Carolyn resides with her husband Brian, who she married in 2010, and their son Patrick, who was born in 2013, at their house on Tomahawk Lake in Blooming Grove. Outside of work Carolyn enjoys spending time with her family and friends, especially down by the lake. She also loves to cook and go camping.

“The more that you read, the more things you will know. The more that you learn, the more places you’ll go.”
Dr. Seuss
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