Caitlin calls upon her strong organizational abilities to provide a seamless onboarding experience for Affinia’s clients. She works closely with Affinia’s clients, the client relationship manager, 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 Client Relationship Management system and is responsible for producing managerial reports and maintaining the accuracy of the information in the database.
Caitlin provides administrative support during the insurance application process. She is responsible for monitoring the maintenance of credentials, including continuing education and attendance at conferences for the team. Caitlin also assists the advisory team by providing administrative and marketing support for their educational workshops and presentations.
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!