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Kaitlyn Guintu

Entry-Level Client Relationship Manager specializing in wealth management and client onboarding

Imperia Wealth ManagementBrown UniversityRemote1 Years ExperienceEntry LevelWorks Remote

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Experience

Client Relationship ManagerImperia Wealth Management · Dec 2024 – Dec 2025
Marketing Team AssociateBrown Arts Institute · Jan 2024 – Sep 2024
Quality Assurance AnalystuTest · Jun 2024 – Aug 2024contract

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Education

Brown Universitybachelor
Academy of the Holy Angels High Schoolhigh_school

Languages

English

Certifications

Life & Health Insurance LicenseFINRA Securities Industry Essentials (SIE)FINRA Series 7FINRA Series 66

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Connect with Kaitlyn

Kaitlyn already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.

Typically responds within 24 hours

Recommended

Already have an account?

Hire with Reval

Find your next great hire

Our AI agents source, screen, and vet candidates for your open roles. Get qualified candidates within 48 hours.

$250one-time kickoff
10%on successful hire
Post a Role90-day money-back guarantee
Kaitlyn GuintuEntry-Level Client Relationship Manager specializing in wealth management and client onboarding