Sr. Client Service Rep.
214-978-4721
Caran Chaney
VP,
Senior Client Service Representative
Sr. Client Service Rep.
25 years of service (since 1996)
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, Robert McHeffey, Robert Frain, Mark Viani, and Tom Kackle.
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, Robert McHeffey, Robert Frain, Mark Viani, and Tom Kackle.
Other Members of our Client Service Team
Related Staff
Jannette Vasquez, VP
Jannette Vasquez VP
Jeannie Musick
Jeannie Musick
Rachel Clark
Rachel Clark