Caitlin calls upon both her strong communication skills and organizational abilities to provide a seamless onboarding experience for Sequoia's clients. She works closely with the firm’s clients, client service team, and advisors to efficiently process client requests and to assure all information is accurate, detailed, and properly organized. Caitlin has in-depth knowledge of the firm’s custodial systems and maintains the accuracy of the information in the database.
In addition, Caitlin provides administrative support during the insurance and annuity application process, as well as helping to maintain policy information, including beneficiary designation changes.
Caitlin holds a BA from the University of Massachusetts, Amherst. A native of Maryland, she enjoys the outdoor aspects of living in New England, especially the many hiking venues nearby.
Fun fact: Caitlin is an avid reader, particularly of fiction, and is always looking for book recommendations!