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Patricia (Trish) E. Carabello

CMC Interactive Patricia Carabello

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).


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75 Broad Street, Suite #2200
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