Karen A. Iannucci, PMP, MPM, CSM

Karen helps clients redefine wealth, philanthropy, and legacy planning by integrating innovative strategies. As a successful entrepreneur and executive in her own right, Karen’s financial and business advice is regularly sought out by other successful women. Karen began her career as a certified project manager. She has over 15 years of experience working in multiple industries listening to clients, understanding their needs, and building comprehensive plans to achieve their goals.

Education:

• Robert Morris College, BSBA
• Communications Management

Certifications & Designations

Project Management Professional (PMP)
Certified Scrum Master (CSM)
Insurance License (Life, Accident, Health & Annuity and Property and Casualty
Investment License (Series 65)

Family Description

Husband John Greyhound Trish

Favorites:

• Pittsburgh Steelers, Florida Everblades
• Pizza, Pasta, and Birthday Cake
• Soft Rock, Disco, Classic Country
• Do the Right Thing. It will gratify some people and astonish the rest. Mark Twain
• Italy, Greece, Australia, Fiji
• Golf, Swimming, Walking, Yoga