Caitlin has been with UBT since 2018, first starting her banking journey as a Retirement Plan Services Educator before moving into the role of Financial Literacy Manager in 2020. Having returned to her role in Retirement Plan Services in 2022, Caitlin now spends her days conducting employee trainings and one-on-one client retirement coaching. Caitlin has her master’s degree in Human Behavior from National University and is passionate about her community and helping people become financially stable through education.
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