Client Advisory

Biography

Caroline is an Associate in the Wall Street office. She is a member of the Client Advisory team, where she supports advisors by delivering client service and day-to-day operational assistance.

Prior to joining Cerity Partners, Caroline served as a Senior Interest Processing Specialist at Brown Brothers Harriman, where she focused on data analysis and problem-solving to meet client needs. Prior to that, she worked as a Financial Analyst at American Tower, developing financial models and contributing to strategic planning initiatives.

Education

  • B.S. in Applied Mathematics with a minor in Business Management from Wentworth Institute of Technology

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