Caitlin Mahoney
Director of Client Relations at PACK Private Wealth
- Role
- Director of Client Relations at Pack Private Wealth
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Caitlin Mahoney
Results-driven operations leader, focused on delivering value and an exceptional client…
Experience
Director of Client Relations
Nov 2020 — Present · Wayzata, MN, US
Assists in streamlining the financial lives of America\'s top business leaders. Efficiency with our client\'s finances and their time is top of mind, so they can focus on growing their businesses, knowing that we\'ve got their finances, estate, taxes and plans handled for them. Provides guidance and advice and ensuring all needs are being met for the clients-Leads special events & external programming including celebration, recognition and stewardship events for our clients and members, including gifting, special events and conferences-Creates, maintains and improves the organization of client data for our staff and firm-Focused on building meaningful relationships with existing, new and the next generation of our clients and their families-Leads company branding and group communication for clients, investors and any external stakeholders-Spearheads company initiatives and special projects for our clients, investors and sister-companies. Created and HR program for our startup company with involvement in creating company policies and procedures, compensation and HR benefits program, lead all staff hiring and onboarding, payroll systems and internal communications until a fulltime employee was hired.
Education
University of Minnesota
Bachelor of Science - BS, Foundations of Education: Early Childhood Education
1999 — 2004
University of Minnesota
Master of Education - MEd, Early Childhood Education
2004 — 2005
University of Minnesota
Master of Education - MEd, Early Childhood Special Education
2004 — 2005
Jefferson Senior High School
HS Diploma
1996 — 1999
Skills
- Event Management
- Customer Service
- Higher Education
- Sports Management
- Student Development
- Social Media
- Curriculum Development
- Event Planning
- Sports
- Microsoft Office
- Leadership
- Public Speaking
- Teamwork
- Student Affairs
- Special Education
- Fundraising
- Coaching
- Nonprofits
- Community Outreach
- Teaching
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