Samantha Carey, Ctfa
About Samantha Carey, Ctfa
Samantha Carey is the VP of Client Services and Operations at MassMutual Trust Company, FSB, with over 15 years of experience in client servicing, investment management, and fiduciary services.
Current Role at MassMutual
Samantha Carey is currently serving as the Vice President, Client Services, and Operations at MassMutual Trust Company, FSB in Windsor, Connecticut, United States. In her current role, she oversees a broad range of client services and operational functions, ensuring that the company’s objectives are met through systematic and streamlined processes. Samantha is known for implementing process improvements and maintaining high standards in client servicing and operations.
Past Experience at MassMutual
Samantha Carey has extensive experience at MassMutual, having held multiple key positions over the years. She started as a Rep Services Specialist at MML Investors Services, LLC from 2006 to 2008 in Springfield, Massachusetts. She then advanced to roles including Rep Services Consultant and Rep Services Director at the same company. From 2013 to 2017, she was the Senior Trust Officer at MassMutual Trust Company, FSB in Enfield, Connecticut, where she further honed her skills in trust and fiduciary services before moving into her current position.
Educational Background
Samantha Carey has a robust educational foundation that complements her professional achievements. She earned an Associate Degree in Business Administration from Springfield Technical Community College between 2009 and 2012. She then pursued a Bachelor of Business Administration (BBA) in Management from Western New England University, graduating in 2016. Additionally, she graduated from Cannon Trust School in 2015, where she completed specialized training in trust services. Samantha also holds the Certified Trust and Fiduciary Advisor (CTFA) designation.
Professional Skills and Specializations
Samantha Carey brings over 15 years of experience to her role with skills spanning client servicing, investment management, and various operational functions. She specializes in developing policies and procedures aligned with organizational goals, implementing efficiencies in process improvements, and coaching team members in best practices. She is skilled in public speaking, facilitating collaborative environments, and retaining talent. Samantha is also recognized for her expertise in root cause problem-solving analysis and continuous process improvement.
Industry Recognition and Capabilities
Within the financial services industry, Samantha Carey is known for her ability to influence, motivate, and develop talent within her team. Her career is marked by consistent achievement of objectives and competitive performance. She excels in public speaking and fostering collaborative environments. Samantha is a dedicated advocate for aligning strategic objectives with operational efficiencies and has a proven track record in driving performance and achieving results. Her skills include relationship building, problem-solving, project management, business analysis, and decision-making.