Caroline Greene
Business Operations | Wealth Management | Building Scalable Systems & Client Experience
- Role
- Client Services & Operations at Flatrock Wealth Partners
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
About Caroline Greene
I thrive at the intersection of operational excellence and human-centered leadership. Throughout my career, I\'ve discovered that the best business outcomes happen when you build systems that serve both organizational goals and individual well-being.My sweet spot: Taking complex, multi-stakeholder challenges and creating solutions that work for everyone involved.https://voyagela.com/interview/hidden-gems-meet-caroline-greene-of-the-spiritual-empath/All opinions expressed by Caroline are solely her own and do not reflect the opinion of Flatrock Wealth Partners LLC. The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor\'s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor. The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.Flatrock Wealth Partners is a registered investment advisor. Advisory services are only offered where Flatrock and its representatives are properly licensed or exempt from licensure. For additional information and disclosures, please visit flatrockwealth.com
Experience
Client Services & Operations
Jun 2023 — Present · Newport Beach, CA, US
Investment Operations | Client Service Operations | Addepar Administration | Private Fund Coordination | Workflow Design | Custodial Platform Management | Compliance Support | Process Improvement | Data Integrity | Vendor Management
Education
Drexel University's LeBow College of Business
Bachelor of Business Administration - BBA, Finance, General
2012 — 2017
Sorbonne Université
French & Fashion
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