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Karen Martell

Karen Martell

Operations Manager

Karen began her role as Operations Manager at OWMG in April 2024.

Karen previously worked at a CPA firm.  She was Client Services Manager and was responsible for setting up the client’s portals, helping the client with portal access, and being the go-to person for any of their requests.

Karen lives in Woburn, MA with her husband Dan and 4 sons, Kyle, Owen, Cole and Jack.  In her free time, she loves going to her sons’ sporting events and loves to travel whenever possible.

Karen is responsible for:

  • Responsible for managing firm operations and optimizing procedures to ensure compliance and efficiency.
  • Prepare financial plans for clients.
  • Develop standard operating procedures for continual improvement and error free work.
  • Manage multiple priorities while maintaining operational efficiency.
  • Oversee new client onboarding process, client related inquiries and asset movement requests.