Caitlin Leach is a highly qualified professional, working in Brown Advisory main office of which is in 286. on the position of Private Client Relationship Analyst from 2017. Caitlin gained professional experience in more than 11 positions at different companies. Caitlin Leach went to the Towson University and received education from 2007 to 2010. Baltimore, Maryland is the city, where this expert was known to be situated. This professional's email address and number can be accessed through SoftwareOfficial by request.
Name variants:
Katelyn Leach
Last updated Jul 06, 2024
Contact Information
Last Update
Jul 12, 2022
Email
le**@hotmail.com, ca**@bellsouth.net, ca**@mailcity.com
Location
Baltimore, MD
Company
Workplace
Colleagues
Work History
Private Client Relationship Analyst
901 south Bond St SUITE 400, Baltimore, MD 21231
Work closely with Client Service team and internal partners (Operations, Portfolio Management, Strategic Advisory, etc.) to provide comprehensive service to clients. Handle cash management a...
Mar 2017 — Oct 2019
Investment Operations
16 Greenmeadow Dr SUITE 201, Timonium, MD 21093
Planning memo completion & resolution. Direct business submission
App Complete submissions
PIPS/SWPS
POA Affidavits. E-blotter for all checks and security certificates and maintaining co...
Jun 2014 — Jan 2017
Risk Management Consultant
9720 Greenside Dr SUITE 1E, Cockeysville, MD 21030
Working primarily with educational clients and government entities in group self-insurance pools, I provide underwriting services along with other pool management consulting services. Other ...
Jul 2013 — Jun 2014
Commercial Underwriter
Determined premiums on insurance for new and existing clients using rating program and also by manually rating. Produced letters to communicate changes in policies and/or rates to explain un...
Apr 2011 — Apr 2013
Education
2007 — 2010
2005 — 2007
2001 — 2005
Occupations
Executive
Manager
Analyst
Security
Operations Manager
Analysts
Skills
Analysis
Insurance
Accounting
Customer Service
Management
Financial Analysis
Underwriting
Microsoft Office
Microsoft Excel
Account Reconciliation
Microsoft Word
Powerpoint
Data Entry
Credit
Time Management
Leadership
Marketing
Outlook
Risk Management
Stock Valuation
Spreadsheets
Team Oriented
Teamwork
Financial Statements
Critical Thinking
Proficient in Microsoft Office
Advanced knowledge of stock valuation methods
Strong mathematical background
Strong analytical skills
Effective interpersonal skills
Very detail oriented
FAQs about Caitlin Leach
What is the main profession of Caitlin Leach?
The expert is a Private Client Relationship Analyst.
What are the profession of The professional?
These person's professions are Executive and Manager
Where is Caitlin Leach currently located?
Caitlin Leach is located in Baltimore, Maryland.
Does the professional have the email address?
le**@hotmail.com and ca**@bellsouth.net is The professional's email address.
How many companies did Caitlin Leach work at?
The professional worked at 11 jobs.
Where has Caitlin Leach studied?
Caitlin studied at the Towson University from 2007 to 2010.
What languages does Caitlin Leach speak?
Caitlin Leach speaks French.
What is the industry that Caitlin Leach worked in?
Caitlin works in Food Production industry.