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Carrie Bole

PROJECT MANAGER

Carrie joins the DPL team from Fifth Third Bank where she held a variety of positions during her 26-year tenure. She spent the bulk of her career in Wealth and Asset Management in both Operations and Administration. She strives to improve processes and enjoys digging in and finding the root cause of any problem. She graduated from the University of Cincinnati with a degree in Finance. 

Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.