Director Of Financial Planning
Current
Aug 2020 - Present
AeroLeads people directory · profile
Caitlin Frederick, Cfa, Cfp® Email & Phone Number
Director of Financial Planning at Ullmann Wealth Partners
at
Ullmann Wealth Partners
1 work email found
@ullmannwealthpartners.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Director of Financial Planning at Ullmann Wealth Partners
Location
Jacksonville Beach, Florida, United States
Who is Caitlin Frederick, Cfa, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Caitlin Frederick, Cfa, Cfp® is listed as Director of Financial Planning at Ullmann Wealth Partners at Ullmann Wealth Partners, based in Jacksonville Beach, Florida, United States. AeroLeads shows a work email signal at ullmannwealthpartners.com and a matched LinkedIn profile for Caitlin Frederick, Cfa, Cfp®.
Caitlin Frederick, Cfa, Cfp® previously worked as Director of Financial Planning at Ullmann Wealth Partners and Deals Manager at Heritage Capital Group. Caitlin Frederick, Cfa, Cfp® holds Bachelor Of Arts, Economics from Vanderbilt University.
Company email context
Email format at Ullmann Wealth Partners
This section adds company-level context without repeating Caitlin Frederick, Cfa, Cfp®'s masked contact details.
*@ullmannwealthpartners.com
68% confidence
AeroLeads found 1 current-domain work email signal for Caitlin Frederick, Cfa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Caitlin Frederick, Cfa, Cfp®
Caitlin Frederick, Cfa, Cfp® is a Director of Financial Planning at Ullmann Wealth Partners at Ullmann Wealth Partners. She possess expertise in microsoft excel, powerpoint, analysis, business strategy, microsoft office and 25 more skills.
Listed skills include Microsoft Excel, Powerpoint, Analysis, Business Strategy, and 26 others.
Current workplace
Caitlin Frederick, Cfa, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
9 roles
Caitlin Frederick, Cfa, Cfp® work experience
A career timeline built from the work history available for this profile.
Deals Manager
Apr 2019 - Aug 2020
Deals Business Valuation Senior Associate
Pwc
Jul 2018 - Mar 2019
Valuation Experienced Associate
Pwc
Jan 2017 - Jul 2018
Capital Markets And Accounting Advisory Senior Associate
Pwc
Jul 2016 - Jan 2017
Capital Markets And Accounting Advisory Associate
Pwc
Financial modeling, financial and accounting research, reviewing transactional legal documents
Sep 2014 - Jul 2016
Valuation Intern
Jan 2014 - Mar 2014
Leadership Development Associate
Jun 2012 - May 2013
Jan 2011 - Aug 2011
3 education records
Caitlin Frederick, Cfa, Cfp® education
Bachelor Of Arts, Economics
Vanderbilt University
Master'S Degree, Accounting And Finance
Vanderbilt University - Owen Graduate School Of Management
Education record
Xavier High School
FAQ
Frequently asked questions about Caitlin Frederick, Cfa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Caitlin Frederick, Cfa, Cfp® work for?
Caitlin Frederick, Cfa, Cfp® works for Ullmann Wealth Partners.
What is Caitlin Frederick, Cfa, Cfp®'s role at Ullmann Wealth Partners?
Caitlin Frederick, Cfa, Cfp® is listed as Director of Financial Planning at Ullmann Wealth Partners at Ullmann Wealth Partners.
What is Caitlin Frederick, Cfa, Cfp®'s email address?
AeroLeads has found 1 work email signal at @ullmannwealthpartners.com for Caitlin Frederick, Cfa, Cfp® at Ullmann Wealth Partners.
Where is Caitlin Frederick, Cfa, Cfp® based?
Caitlin Frederick, Cfa, Cfp® is based in Jacksonville Beach, Florida, United States while working with Ullmann Wealth Partners.
What companies has Caitlin Frederick, Cfa, Cfp® worked for?
Caitlin Frederick, Cfa, Cfp® has worked for Ullmann Wealth Partners, Heritage Capital Group, Pwc, Deloitte, and Fortegra Financial.
How can I contact Caitlin Frederick, Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for Caitlin Frederick, Cfa, Cfp® at Ullmann Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Caitlin Frederick, Cfa, Cfp® attend?
Caitlin Frederick, Cfa, Cfp® holds Bachelor Of Arts, Economics from Vanderbilt University.
What skills is Caitlin Frederick, Cfa, Cfp® known for?
Caitlin Frederick, Cfa, Cfp® is listed with skills including Microsoft Excel, Powerpoint, Analysis, Business Strategy, Microsoft Office, Financial Analysis, Data Analysis, and Finance.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial