Carrie H. Malatesta

Carrie’s primary responsibilities as a Senior Client Service Associate include onboarding new clients, account maintenance, asset transfers, money movements, and assisting advisors with other general client inquiries.

My Professional Background

Before joining Evermay, I spent two years at State Street Bank. I participated in a rotational, professional development program for recent graduates, working in Global Markets Product Strategy, Strategic Mergers and Acquisitions, and Consultant Relations. After completing the program, I served as a Sales Consultant supporting the growth and development of the insurance sector.

I graduated from the College of the Holy Cross with a B.A. in Political Science. 

My Personal Life

I moved to the Washington, D.C. area from Boston, Massachusetts, and intend on pursuing the CFP® track.

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