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 Services Associate in the financial industry. In her free time she enjoys reading, skiing in Sugarloaf, running, sailboat racing & cruising. She is also involved with Sail Newport.
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.