Client Service Support

Karen D. Morse

Senior Financial Associate

Phone: (269) 381-4800
Toll-Free: 1(800) 332-5046
Fax: (269) 381-2972

karen.morse@opco.com

Karen has worked with Tom Anderton since joining Oppenheimer & Co. Inc. in 2007. Karen holds a BA degree in Risk and Insurance from Michigan State University and an MBA in Finance from Western Michigan University. She has worked as an insurance underwriter and as a registered associate with two other full-service investment firms. As coordinator of our client service for the Anderton Team, Karen spends time getting to know our clients, learning about their lives, their investment needs and goals and assuring a high level of service. Karen lives near Kalamazoo with her husband and has two children currently attending college—at both of her alma maters, MSU and WMU.

A Non-Registered Client Service Associate provides the front line of customer service by fielding client calls, answering basic account questions, assisting with account documentation, scheduling appointments, and a variety of other services that do not require registration