Karine Monahan,
CAP®
Executive Assistant
Karine has worked with Richard since 1997 and brings over 24 years’ experience as an administrator in the financial services industry. She is Richard’s executive assistant in charge of technology, scheduling client appointments, licensing, functions, special projects and all aspects of client service and management. Karine has earned the Certified Administrative Professional (CAP®) designation designed for office executive administrators. This program requires a one-and-one-half day, 12-hour exam, which covers office systems and technology, office administration, management, advanced communication and advanced organizational management. Karine holds the Series 7 and 63 licenses, as well as life, health and variable annuities insurance licenses. Karine lives in Sarasota with her husband Pat and has two children, Ashley and Seth.
