Caitlin Patterson

Senior Client Service Administrator

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.