Caitlin Reed is a seasoned professional in client relationship management and investor services, currently serving as a Client Relationship Manager at Aztec Group since May 2025. With prior experience at SEI from October 2010 to June 2020, Caitlin held various positions including Investor Services Analyst, Senior Analyst, Supervisor, Operations Manager, and Operations Director, where responsibilities spanned investor reporting, client communication, team supervision, and regulatory compliance. Caitlin holds a B.S. in Business Administration with a double major in Marketing and Global Management from Susquehanna University, completed in 2009.
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