Client Relationship Specialist
Caroline joined RegentAtlantic in 2020 with 13 years of experience in the wealth management and financial services industry. As a Client Relationship Specialist, she is responsible for supporting team members and handling operational issues for clients. She acts a liaison for the custodians and handles establishing new accounts for clients, account maintenance, and executing account transfers. Caroline graduated from La Salle University with a BS in Accounting.
Caroline lives in Morristown, New Jersey with her 2 children.