Karen Chermak

Karen Chermak

Relationship Manager
Karen Chermak

Karen’s favorite part of her job is helping clients make the best financial decisions for their situation and educating them along the way.

A proud born-and-raised New Yorker, Karen loves hiking, kayaking, tennis, and bird watching. She is also a very passionate baseball fan.


Education:

  • Dutchess Community College – Business Administration


Prior Professional Experience:

  • Senior Financial Consultant – Charles Schwab (15 years)


Licenses and Registrations:

  • Series 65
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