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Carole Tanner is an accomplished professional with extensive experience in client experience and strategic leadership. Currently serving as the Client Experience Director at Kovitz Shifrin Nesbit since February 2020, Carole previously directed professional services at Tanner Law Group after its acquisition in February 2020. Carole's career includes roles as Executive Vice President and Chief Strategy Officer at Oxford Financial Group, Ltd., and Regional Banking Executive at KeyBank. Carole began the professional journey as Financial Controller and Trust Officer at Columbus Bank & Trust Company. Educational credentials include a Master of Science in Process Engineering and an MBA in Executive Management from Indiana University Indianapolis and a Bachelor of Arts in Business, Economics, and Accounting from Franklin College.