Karen currently serves as a Senior Director of Investment Services for Texas CLASS. She has an extensive background working with public-sector clients for over 20 years, providing arbitrage rebate compliance services to tax-exempt entities nationwide. She has worked closely with state and local government entities throughout the United States, especially Texas, Arizona, New Mexico, and Oklahoma. Her responsibilities currently encompass a focus on the growth and relationship management of Texas CLASS along with a focus on separately managed accounts for public entities, business development, client relations, and customer service.
In her previous position at BLX Group, LLC, Karen was responsible for business development throughout the Southwest with states, cities, school districts, and other municipal and public agencies. Additional career responsibilities include client education activities, developing formal proposal responses, contract preparations, and client liaison for all consulting engagements. Karen graduated from California State University San Bernardino with a Bachelor of Arts (BA) in Liberal Studies with an emphasis on Bilingual-Cross Cultural Education (Spanish).