Caitlin West's Location
New York, NY, US
Caitlin West's Work
- Financial Consultant @ Fidelity Investments
- Manager, Operations and Compliance @ KB Financial Companies, LLC
- Associate Wealth Manager @ Gitterman Wealth Management, LLC
- Senior Analyst @ KLS Professional Advisors, LLC
- Private Wealth Associate @ Merrill Lynch
Caitlin West's Education
- Rutgers University
Master of Business Administration
2019 - 2021 - Rutgers University
Bachelor of Arts
2001 - 2005 - Oak Knoll School1995 - 2001
Caitlin West's Skills
- Portfolio Management
- Retirement Planning
- Securities
- Fixed Income
- Financial Planning
- Uniform Combined State Law
- Asset Management
- Mutual Funds
- Wealth Management
- Equities
Caitlin West's Summary
Caitlin West, based in New York, NY, US, is currently a Financial Consultant at Fidelity Investments, bringing experience from previous roles at Kb Financial Companies, LLC, Gitterman Wealth Management, LLC, KLS Professional Advisors, LLC and Merrill Lynch. Caitlin West holds a 2019 - 2021 Master of Business Administration @ Rutgers University. With a robust skill set that includes Portfolio Management, Retirement Planning, Securities, Fixed Income, Financial Planning and more, Caitlin West contributes valuable insights to the industry. Caitlin West has 2 emails on RocketReach.
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