- B.A. (Hons) in Communication, Culture and Information Technology (CCIT), and English
- Digital Design Certificate
Kareen is an Operations Specialist at Wealthstream Advisors, Inc. She supports our advisors and wealth management teams by facilitating a range of transactions and administrative workflows, including money movement, account openings, and transfers. She also oversees client account administration to ensure accuracy and regulatory compliance.
Kareen deeply values the trust she earns with clients, and she feels passionate about making a difference in their lives through careful account management and proactive guidance.
She holds a Bachelor of Arts with Honors from the University of Toronto in Communication, Culture and Information Technology (CCIT), and English.
Before joining Wealthstream, Kareen worked at a major financial services company as a Financial Representative and Operations Representative in brokerage support. She also holds a certificate in Digital Design, and her background in technology fuels an eagerness to enhance financial performance with new tools and processes.
A New Jersey native, Kareen spends her free time with her family and her corgi, Zion. She enjoys cooking, reading, art, and being outdoors.
