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Carrie Serocki has extensive experience in the financial industry, having worked at various companies in different roles. Carrie is currently serving as the Director of Technology & Practice Development at WestPoint Financial Group since August 2019. Prior to this, they worked as the Business Development Director at Financial Solutions Group Wealth & Risk Management Services, where they played a crucial role in supporting the Managing Partner and the Leadership team by focusing on internal projects and initiatives. Carrie also served as the Business Resource Facilitator at MetLife Premier Client Group of Wisconsin and the Upper Peninsula, acting as a liaison with regional support departments and overseeing recruiting, onboarding, marketing, and training project plans. Earlier in their career, they worked as the Marketing Director at New England Financial, A MetLife Company, where they collaborated with advisors to develop marketing strategies and promote the firm's brand.

Carrie Serocki completed their education history with an Associate's degree in Business Administration and Management, General from Milwaukee Area Technical College, which they acquired from 1994 to 1996. Before that, they attended the University of Wisconsin-Parkside between 1993 and 1994, although no specific degree or field of study is specified. Carrie also obtained a diploma from Cudahy High School from 1989 to 1993.