Profession: Operations

Carol Neal

Carol is Wingate’s receptionist who assures that all our clients and visitors are always professionally and warmly welcomed. She has enjoyed meeting, and getting to know, many Wingate clients over the years.  Her primary responsibilities include the smooth operation of the front office and assisting the Operations Department with multiple tasks. Carol also thoroughly enjoys […]

Sue Wilkinson

Sue is a member of our Operations Department where many internal functions of our office are handled.  Among some of the tasks Sue performs are preparing all types of custodian paperwork for clients, including account opening applications, asset transfer forms, and money movement standing instructions.  Sue also helps resolve clients’ issues with custodians and plays […]

Kara Sullivan

Kara joined Wingate in 2013 as a part-time Corporate Accountant taking on the corporate accounting and budgeting duties. Kara brings more than 15 years of experience in accounting and financial analysis to Wingate. Prior to joining Wingate, Kara was the Controller at Tax Credit Asset Management, LLC, an Accounting Manager at Municipal Mortgage & Equity, […]

Jennifer Roberts

As Director of Marketing for Wingate, Jen is responsible for building awareness of the firm’s brand and services as well as developing marketing programs to increase client satisfaction and engagement. Jen has over 15 years of marketing experience, focusing on service industries including financial services, telecom, and insurance. During her time at American Express, Sprint, […]

Carol R. Newman IACCP®

Carol joined Wingate in 2000 and works closely with our Chief Compliance Officer to meet all of the firm’s compliance obligations. This includes preparing SEC filings, including Forms ADV and CRS, creating, implementing and updating firm compliance policies and procedures, conducting internal compliance audits and an annual compliance self-assessment, preparing and presenting the annual compliance […]

Jason Sikorski

Jason is our Operations Team Leader and is responsible for overseeing the daily processes of the back office.  Among some of the tasks he performs are preparing client custodial paperwork to open new accounts, transfer assets from outside custodians, establish money movement standing instructions between client accounts, and all other types of custodian forms.  He […]