Client Service Specialist II
As a Client Service Specialist for Windward Private Wealth Management, Caitlin works closely with Windward’s fund custodian, TD Ameritrade, to establish new client accounts and setup distributions and withdrawals. She helps manage the firm’s back office systems and assists with bookkeeping, income tax preparation and administrative tasks.
Caitlin graduated with her bachelor’s degree in business in 2017 from Missouri State University. Caitlin lives in Adrian, MO. Outside of the office, she enjoys spending time with her family, playing with her dogs Murphy and Carly, and traveling.
Education and Certifications
- B.S., Business from Missouri State University