Cara joined Wingate in September of 2021. As a Senior Client Relationship Administrator, Cara is responsible for maintaining client relationships at Wingate. As the first point of contact for clients, Cara manages numerous activities such as money movement, transfers, general account inquiries and works closely with the operations department to provide an excellent client experience. Cara also coordinates meetings with outside professionals such as attorneys and accountants.
Cara brings to the table years of sales support experience with a proven track record in customer service, marketing, and project management. Before joining Wingate, Cara worked most recently as a Portfolio Associate / Sr. Registered Associate at Morgan Stanley. Cara was with Morgan Stanley for 6 1/2 years and brings with her over 15 years of client relationship experience in various capacities. Cara attended Northeastern University and was a member of the Women’s Soccer Team.
Cara resides in Gardner, MA with her husband and son. In her free time, Cara enjoys spending time with family and friends, hiking, going to the beach, and kickboxing several times a week. Cara often volunteers her time at school events and supports various charitable organizations such as Best Buddies, Brain Tumor Alliance, and the Boys and Girls Club. She has also coached youth soccer in her community.