Caitlin Patterson
Senior Client Service Administrator
Joined Curi RMB Capital
May 2022
Education
BS in Psychology from Appalachian State University
Accreditations
Previous Experience
- Client Service Associate with Morgan Stanley Wealth Management
- Branch Licensing Coordinator with Equitable Advisors
Bio
Caitlin is a Senior Client Service Administrator at Curi RMB Capital, helping support and implement the wealth management team’s full-service and holistic approach for the firm’s clients.
Before joining the Curi RMB Capital team, she worked as a Client Service Associate with Morgan Stanley Wealth Management and most recently served as a Branch Licensing Coordinator with Equitable Advisors.
She earned a BS in Psychology from Appalachian State University.