Caitlyn Potter's Location
Boston, MA, US
Caitlyn Potter's Work
- Vice President, Workplace Investing @ Fidelity Investments
- Financial Consultant, Personal Investing @ Fidelity Investments
- Vice President Institutional Sales @ BlackRock
- Investment Analyst @ New York Life
- Defined Contribution Plan Administrator @ New York Life
- Investor Center - Client Service Representative @ Putnam Investments
Caitlyn Potter's Education
- Syracuse University - Martin J. Whitman School of Management
Master of Business Administration - MBA
2018 - 2020 - University of Massachusetts Dartmouth
Bachelor of Science (Finance)
2003 - 2007 - FINRA Licensed Representative- Series 6, 63, 7, 65
- Massachusetts Life & Health Insurance Producer
Caitlyn Potter's Summary
Caitlyn Potter, based in Boston, MA, US, is currently a Vice President, Workplace Investing at Fidelity Investments, bringing experience from previous roles at Fidelity Investments, BlackRock, New York Life Investment Management and New York Life Insurance Company. Caitlyn Potter holds a 2018 - 2020 Master of Business Administration - MBA @ Syracuse University - Martin J. Whitman School of Management. Caitlyn Potter has 7 emails and 1 mobile phone number on RocketReach.
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