Title: Chief Operating Officer
Branch / Location: Cleveland, OH
Carol Lavelle has been with McDonald Partners for nearly 10 years, in positions with increased responsibility. Currently, she serves as Chief Operating Officer, where she leads the day-to-day operations of the company.
She joined McDonald Partners in 2011 as Director of Retirement Plan Services, where she worked with the firm’s financial advisors in consulting, sales and servicing clients’ retirement plan needs. In 2016, she was promoted to Director of Human Resources, where she focused on employee relations, employment policies and management of employee benefits. Her responsibilities continued to expand into the operations side of the business and resulted in her current role.
Prior to her tenure at McDonald Partners, Carol was with McDonald & Company in the Retirement Plan Services Department, where she primarily worked on the sales of 401(k) plans. Nearly her entire career has been focused on employee benefit programs, including group health insurance and 401(k) plans – even her first job, in Human Resources at Realty One, was as a Compensation and Benefits Specialist.
Carol is a graduate of Cleveland State University with a Bachelor of Business Administration degree in Management & Labor Relations/Human Resources. She holds an Ohio Life and Health Insurance license, as well as Series 7 and 24 licenses. Carol is also a Senior Certified Professional with the Society for Human Resource Management (SHRM).
Carol grew up in the Cleveland area and currently resides in Lakewood with her husband, Dan, and their three children.