Account Manager, middletown
Kaitlyn manages the high net worth portfolio as a risk advisor and is responsible for general account maintenance including policy changes, invoicing, billing inquiries and endorsement processing. She has nearly 10 years’ experience as a Senior Registered Client Service Associate with high net worth clients in the financial industry, formerly employed by UBS, Deutsche Bank and Alex Brown in Boston.
She holds a BA in Psychology, Cum Laude and a Master’s in Applied Developmental and Educational Psychology both from Boston College.
She lives in Middletown, RI with her husband Tristan and their son Theo. In her free time, she enjoys reading, long-distance running & skiing with her family in Sugarloaf, Maine. In the summer, she spends time sailboat racing & cruising to Block Island and Cuttyhunk on the family boat, Samba. In addition, she is an avid Patriots football fan.