Serving as a member of our operations team since 2012, Carol works diligently to maintain Treybourne Wealth’s portfolio management software. She reconciles client accounts daily into our portfolio management software. Carol also assists with developing and monitoring Treybourne Wealth’s compliance program, and she communicates compliance policy to management. Part of her responsibility in the compliance area includes ensuring timely filing of regulatory documents. Carol enjoys the challenges resulting from the level of detail required in Treybourne Wealth’s day-to-day operations.
Carol Cooney began her career in life insurance sales support in 1984, working for Dan Hoyt and Associates. While working with Dan, Carol became a licensed insurance agent and enrolled in St. Mary-of-the-Woods College to complete her bachelor’s degree in social sciences, graduating in 2001.
Carol and her husband, Mike, live in Greenwood and are members of Saints Francis and Clare Catholic Church. They have two sons, Jim and Eric, and 4 grandchildren. Carol enjoys spending time with family and friends, reading, and quilting. The Memorial Quilt hanging in the Narthex of Saints Francis and Clare Church is one of her most treasured and recognizable quilting creations.
"To laugh often and much, to win respect of intelligent people and the affection of children; to earn the appreciation of honest critics and endure the betrayal of false friends; to appreciate beauty; to find the best in others; to leave the world a bit better whether by a healthy child, a garden patch, or a redeemed social condition; to know even one life has breathed easier because you have lived. This is to have succeeded"
- Ralph Waldo Emerson
On December 16, 2016, Barron's ran its annual outlook story
609 Treybourne Drive, Suite B
Greenwood, Indiana 46142
Phone: 317-881-6670 (press 2)