Caitlin Patterson

Caitlin Patterson Email and Phone Number

Sr Client Service Administrator at Curi RMB Capital @ Curi RMB Capital
Raleigh, NC, US
Caitlin Patterson's Location
Raleigh, North Carolina, United States, United States
Caitlin Patterson's Contact Details

Caitlin Patterson work email

Caitlin Patterson personal email

n/a
About Caitlin Patterson

"The only way to do great work is to love what you do." - Steve Jobs

Caitlin Patterson's Current Company Details
Curi RMB Capital

Curi Rmb Capital

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Sr Client Service Administrator at Curi RMB Capital
Raleigh, NC, US
Website:
curicapital.com
Employees:
210
Caitlin Patterson Work Experience Details
  • Curi Rmb Capital
    Curi Rmb Capital
    Raleigh, Nc, Us
    View
  • Curi Rmb Capital
    Senior Client Service Administrator
    Curi Rmb Capital Jan 2024 - Present
    Chicago, Illinois, Us
    View
  • Curi Capital
    Associate Advisor
    Curi Capital May 2022 - Jan 2024
    Raleigh, North Carolina, Us
    View
  • Equitable Advisors
    Branch Licensing Coordinator
    Equitable Advisors Dec 2016 - Apr 2022
    View
  • Equitable Advisors
    Recruiting Coordinator
    Equitable Advisors Apr 2015 - Dec 2016
    -Coordination of Branch Advisor Recruiting-Recruiting Events/ Career Fairs-Coordinates with College Career Centers and Manages Online Postings-Coordinates Career Information Sessions-Makes Recruiting Calls/Schedules Initial Interviews-Coordinates Internship Program-Handles Various Recruiting Pilot Programs-Oversees Branch Social Media Accounts
    View
  • Citizens Bank
    Personal Banker
    Citizens Bank Sep 2014 - Feb 2015
    Providence, Rhode Island, Us
    View
  • Morgan Stanley Wealth Management
    Client Service Associate
    Morgan Stanley Wealth Management Aug 2013 - Jul 2014
    New York, Ny, Us
    View
  • Morgan Stanley Wealth Management
    Service Associate
    Morgan Stanley Wealth Management Apr 2013 - Aug 2013
    New York, Ny, Us
    View
  • Westgate Wine, Llc
    Administrative Assistant
    Westgate Wine, Llc Aug 2012 - Apr 2013
  • Kerr Drug
    Cashier
    Kerr Drug Mar 2008 - Aug 2009
    Raleigh, North Carolina, Us
    View

Caitlin Patterson Skills

Microsoft Office Powerpoint Customer Service Microsoft Excel Data Entry People Oriented Time Management Microsoft Word Leadership Telephone Skills People Skills Great People Skills Critical Thinking Phone Etiquette Social Skills Social Networking Interviews Psychology Filing Administrative Assistants Social Media Fast Learner Criminal Justice Team Oriented Highly Detail Oriented Office Administration Teamwork Working With Children Cashiering Spreadsheets Goal Oriented

Caitlin Patterson Education Details

  • Appalachian State University
    Appalachian State University
    Psychology; Social Sciences
  • East Carolina University
    East Carolina University
    Clinical Psychology
  • Millbrook High School
    Millbrook High School
    High School Diploma
  • North Carolina State University
    North Carolina State University
    Clinical Mental Health Counseling

Frequently Asked Questions about Caitlin Patterson

What company does Caitlin Patterson work for?

Caitlin Patterson works for Curi Rmb Capital

What is Caitlin Patterson's role at the current company?

Caitlin Patterson's current role is Sr Client Service Administrator at Curi RMB Capital.

What is Caitlin Patterson's email address?

Caitlin Patterson's email address is ca****@****ble.com

What schools did Caitlin Patterson attend?

Caitlin Patterson attended Appalachian State University, East Carolina University, Millbrook High School, North Carolina State University.

What skills is Caitlin Patterson known for?

Caitlin Patterson has skills like Microsoft Office, Powerpoint, Customer Service, Microsoft Excel, Data Entry, People Oriented, Time Management, Microsoft Word, Leadership, Telephone Skills, People Skills, Great People Skills.

Who are Caitlin Patterson's colleagues?

Caitlin Patterson's colleagues are Curi Capital, Jessica Pierce Pasquale, Cfp®, Caleb Sanderson, Cfp®, Frances Cronlund.

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