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Caitlin joined KB Financial in 2019 and works with our investment management team to support operations, compliance, and client service.
She is a CFP® professional with over ten years of wealth management and private banking experience. Caitlin earned a BA from Rutgers University and is currently pursuing her MBA at Rutgers University, as well.
Caitlin lives in Hillsborough, NJ and enjoys spending time with her family and friends.