KM

Kaitlin McPhee

Financial Analyst at 6sense

Kaitlin McPhee has a diverse work experience spanning across various roles and industries. Kaitlin is currently working as a Financial Analyst at 6sense since June 2021. Prior to this, Kaitlin worked for Northwestern Mutual as an Associate Financial Advisor from October 2017 to June 2021. During their time at Northwestern Mutual, they also briefly served as an Associate Financial Representative and as an Associate Financial Advisor for Jeff Zoller, CLU.

In 2017, Kaitlin worked as a Sales and Marketing Assistant at Boston Leadership Institute between March and July. Before that, they worked as a Business Development Representative at Salary.com from June to December 2016.

Kaitlin's work experience includes an internship at the Hamilton College Digital Humanities Initiative from May 2014 to May 2016. Kaitlin also worked as a Student at Hamilton College from 2012 to 2016.

Additionally, Kaitlin had hands-on experience as a Barn Hand at Red Acre Farm in the summer of 2013 and as a Wrangler at Meadow Vue Ranch from June 2010 to July 2012.

Kaitlin McPhee attended Hamilton College from 2012 to 2016, where they obtained both a Bachelor's degree and a Bachelor of Arts (B.A.) in Mathematics. In terms of additional certifications, they obtained the Series 63 certification from FINRA in May 2019, the Series 6 certification from FINRA in December 2018, and the Licensed Insurance Agent of New York State (Life, Accident, and Health) certification from New York State in December 2017. Most recently, in June 2022, they obtained the Fundamentals of Next-Gen Marketing certification from 6sense. Kaitlin also holds an Open Water Diver certification, though the institution and specific details are not provided in the information given.

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Timeline

  • Financial Analyst

    June, 2021 - present