At Merrill Lynch and then as an SVP at Citi/Smith Barney, Carol O’Rourke was an investment information specialist for more than 20 years. She later served as Executive Director for a financial literacy non-profit that served primarily low to moderate income populations. In her current role, she provides objective financial coaching and education programs for employees who otherwise have limited or no access to financial planners or advisors. She is a CERTIFIED FINANCIAL PLANNER (TM) professional and holds an MBA from NYU.