Raney Trask

Raney recently joined our team as a Client Service Associate. In this role, Raney supports the business operations and administration of the team. She is dedicated to building long-lasting and trusting relationships with our clients.

Raney holds a Bachelor’s degree in Communications from UNC Chapel Hill, as well as a Master’s degree in Human Resource Management from the Darla Moore School of Business at the University of South Carolina. Prior to joining the financial services industry, Raney spent a majority of her career as a Human Resources Manager in the Chemicals and Manufacturing space.

Raney is originally from Asheville, NC and lives in Charlotte, NC. When she is not at work, you can find Raney volunteering at the Charlotte Humane Society, training for her next half marathon, or walking her dog, Boomer.