Caitlin Wysocki
Director of Client Development - Global Family & Private Investment Offices at Northern Trust Corp
- Role
- Director of Client Development - Central Region - Global Family & Private Investment Offices at Northern Trust
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Caitlin Wysocki
Caitlin is a Director of Client Development in the Global Family & Private Investment Offices Practice at Northern Trust. She works with families, family offices, private trust companies, private investment companies, and their key advisors to develop solutions for their investment management, asset servicing, fiduciary, banking, and advisory needs. Furthermore, Caitlin works to ensure clients and their advisors have access to the full depth and breadth of the firm’s resources, including the latest technology and reporting solutions required to support large investment pools and complex entity structures.
Experience
Director of Client Development - Central Region - Global Family & Private Investment Offices
Nov 2019 — Present · Chicago, IL, US
Education
The University of Iowa Tippie College of Business
BBA, Finance
2006 — 2010
University of Iowa
B.B.A, Finance
2006 — 2010
Skills
- Accounting
- Client Relations
- Hedge Funds
- Gasb
- Valuation
- Derivatives
- Fund Accounting
- Financial Analysis
- Customer Service
- Financial Modeling
- Payroll
- Equities
- Fixed Income
- Microsoft Office
- Custody
- Global Custody
- Finance
- Account Reconciliation
- Pension Funds
- Mutual Funds
- Bloomberg
- Microsoft Excel
- Financial Reporting
- Investments
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