Sr. Client Service Rep. 214-978-4721
VP, Sr. Client Service Rep.
23 years of service
Caran Chaney began her career at CAPIS in 1996 as an accounts payable representative. Several years after transitioning to a client service representative role, she was promoted to manager of client services which she held until 2018. Prior to CAPIS, she was a registered representative at LPL Financial. Caran maintains Series 7, 9, 10 and 63 licenses.
Caran works directly with Chris Hurley, Coleen Donohue, Robert Frain and Robert McHeffey.
Other Members of our Client Service Team
Mgr., Client Services
Sr. Client Service Rep.
Client Service Rep.