Co-Founder/Principal of CMC Interactive, LLC (2001),
CMC Advisors, Inc. (2001) and TCR Development, LLC (2006)
Experience
Over 20 years in the retirement plan services industry
Charles Schwab Trust and Custody Advisory Board Member (2012-2015)
Education
Lafayette College – Easton, PA – Bachelor of Arts in Economics/Business and Psychology (1996)
Designations and Licenses
- Series 65
Areas of Responsibility
- Finance
- Human Resources
- Office Operations
- Marketing
- Compliance
Outside of Work
Trish lives in Manhattan with her husband, Joe, and daughter, Julia. She spends her free time participating in outdoor activities including snowboarding, skiing, hiking, SCUBA diving and running; she has completed four marathons, most recently the New York City marathon (November 2014).
