Caroline provides client service to private wealth clients and works alongside portfolio managers to ensure requests are addressed thoroughly and efficiently. She also provides internal administrative support to client service teams so that they have what they need to serve clients with excellence.
Caroline started her career in 2020 and joined Boston Trust Walden in 2022. Previously she worked at FIS in Wealth & Retirement Administration as a Securities Operations Associate. She earned a BS in Managerial Economics from the University of Massachusetts, Amherst.