Team

CAROL YOUNG - CCO & Financial Coach

In support of her purpose, to make a difference for others, she is currently in a high-performance training program to co-lead the American Dream Experience, a two-day transformational workshop about money and investing developed my Matson Money, one of the country’s largest TAMP’s.

In her previous role with JP Morgan Chase, she served in a few capacities; her last and most rewarding, as site manager and Senior Vice President of Operations responsible for collateral document intake, review and custody. As a leader committed to making a difference, she envisioned and implemented a test pilot program to develop and inspire the nearly 1400 employees on campus. In its second year, the program was so successful that it was adopted by the executive committee of Chase Home Mortgage, funded and pushed out across all campuses across the U.S and the Philippines.

Prior to JP Morgan Chase, she worked for EMC mortgage, a wholly owned subsidiary of Bear Stearns that specialized in distressed loan servicing. In her role as Senior Vice President of Operations she was responsible for the early development and expansion of a team responsible for accounting for loans owned by Bear Stearns’ investment bank but serviced by third-party service providers. In March of 2008 when Bear Stearns was sold to JP Morgan Chase as a result of the mortgage industry collapse, she was selected to serve as part of the committee responsible for the selection and placement of assets into the famous Maiden Lane Security which provided $30 billion in guarantees from the Federal Reserve Bank of New York and JP Morgan Chase to Bear Stearns creditors, stabilizing the financial market after the devasting collapse.

Fitness and good nutrition are important disciplines that Carol has practiced for many years. She maintains a rigorous 6-day a week training schedule complete with cardiovascular training, weight lifting and flexibility training. She aspires to one-day win a gold medal in the National Senior Games.

She also enjoys working with and mentoring others, most recently supporting young female athletes in their development.

Carol has a Bachelor’s and Master’s degree in accounting from the University of North Texas. She is a CPA® in the state of Texas, an investment advisor representative and a notary both licensed by the state of Oregon.

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