Caitlin Frederick, Cfa, Cfp®

Caitlin Frederick, Cfa, Cfp® Email and Phone Number

Director of Financial Planning at Ullmann Wealth Partners @ Ullmann Wealth Partners
Caitlin Frederick, Cfa, Cfp®'s Location
Jacksonville Beach, Florida, United States, United States
Caitlin Frederick, Cfa, Cfp®'s Contact Details
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.

Caitlin Frederick, Cfa, Cfp®'s Current Company Details
Ullmann Wealth Partners

Ullmann Wealth Partners

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Director of Financial Planning at Ullmann Wealth Partners
Caitlin Frederick, Cfa, Cfp® Work Experience Details
  • Ullmann Wealth Partners
    Director Of Financial Planning
    Ullmann Wealth Partners Aug 2020 - Present
    Jacksonville Beach, Florida, Us
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  • Heritage Capital Group
    Deals Manager
    Heritage Capital Group Apr 2019 - Aug 2020
    Jacksonville, Florida, Us
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  • Pwc
    Deals Business Valuation Senior Associate
    Pwc Jul 2018 - Mar 2019
  • Pwc
    Valuation Experienced Associate
    Pwc Jan 2017 - Jul 2018
  • Pwc
    Capital Markets And Accounting Advisory Senior Associate
    Pwc Jul 2016 - Jan 2017
  • Pwc
    Capital Markets And Accounting Advisory Associate
    Pwc Sep 2014 - Jul 2016
    Financial modeling, financial and accounting research, reviewing transactional legal documents
  • Deloitte
    Valuation Intern
    Deloitte Jan 2014 - Mar 2014
    Worldwide, Oo
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  • Fortegra Financial
    Leadership Development Associate
    Fortegra Financial Jun 2012 - May 2013
    Jacksonville, Florida, Us
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  • Ubs
    Finance Intern
    Ubs Jan 2011 - Aug 2011
    Zurich, Ch
    Finance Intern for Jana Lisle Parham.
    View

Caitlin Frederick, Cfa, Cfp® Skills

Microsoft Excel Powerpoint Analysis Business Strategy Microsoft Office Financial Analysis Data Analysis Finance Financial Modeling Microsoft Powerpoint Leadership Business Valuation Technical Accounting Research Financial Accounting Sec Financial Reporting Financial Statements Financial Markets Mergers And Acquisitions Valuation Accounting Public Speaking Capital Markets Lease Financing Debt Restructuring Debt And Equity Financing Bankruptcy Real Estate Transactions Real Estate Financing Market Research Technical Analysis

Caitlin Frederick, Cfa, Cfp® Education Details

  • Vanderbilt University
    Vanderbilt University
    Economics
  • Vanderbilt University - Owen Graduate School Of Management
    Vanderbilt University - Owen Graduate School Of Management
    Accounting And Finance
  • Xavier High School
    Xavier High School

Frequently Asked Questions about Caitlin Frederick, Cfa, Cfp®

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 the current company?

Caitlin Frederick, Cfa, Cfp®'s current role is Director of Financial Planning at Ullmann Wealth Partners.

What is Caitlin Frederick, Cfa, Cfp®'s email address?

Caitlin Frederick, Cfa, Cfp®'s email address is cf****@****ers.com

What schools did Caitlin Frederick, Cfa, Cfp® attend?

Caitlin Frederick, Cfa, Cfp® attended Vanderbilt University, Vanderbilt University - Owen Graduate School Of Management, Xavier High School.

What are some of Caitlin Frederick, Cfa, Cfp®'s interests?

Caitlin Frederick, Cfa, Cfp® has interest in Boating, Children, Economic Empowerment, Politics, Education, Dancing, Reading, Singing, Playing The Piano And The Violin, Arts And Culture.

What skills is Caitlin Frederick, Cfa, Cfp® known for?

Caitlin Frederick, Cfa, Cfp® has skills like Microsoft Excel, Powerpoint, Analysis, Business Strategy, Microsoft Office, Financial Analysis, Data Analysis, Finance, Financial Modeling, Microsoft Powerpoint, Leadership, Business Valuation.

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