Kathleen Carillo, CPC

Vice President - Retirement Services

Kathy manages the Retirement Division of TR Paul.  She received her B.A. in Mathematics from Adelphi University.  She is a Certified Pension Consultant (CPC) and a member of the American Society of  Pension Professionals and Actuaries.  She is an Enrolled Retirement Plan Agent (ERPA) and manages filings and submissions with the IRS under the various correction programs.  Kathy holds FINRA Series 7, 24 and 65 licenses.  When not involved with her professional duties, Kathy enjoys baking, cake decorating and spending time with her family.