Karl Shollmier
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Client Services

Karl Shollmier

Client Service Analyst

AT ATHENA

Karl is an Operations Analyst at Athena Capital.  Karl is responsible for handling money movement, trading, account maintenance, as well as providing general client service pertaining to investment operations.

CAREER HISTORY

Prior to joining Client Operations, Karl worked for the Data and Reporting team at Athena. He was primarily responsible for overseeing and reconciling all public data for clients as well as providing client reports.

EDUCATION
  • Bachelor of Science in Financial Investments and Management from the Sam Walton College of Business at the University of Arkansas Fayetteville
EPIC

  • EXCELLENCE
  • PASSION
  • INTEGRITY
  • CARING