Caitlin Forbes Wallace

Vice President, Accounting at Croatan Investments

Caitlin Forbes Wallace is currently the Vice President of Accounting at Croatan Investments since September 2021. Prior to this, Caitlin gained experience in various accounting roles at FD Fund Administration from January 2013 to September 2021, and as an Accounting Intern/Special Projects Accountant at Kerneos, Inc from May 2008 to December 2012. Caitlin is a graduate of JMU College of Business with a Bachelor of Business Administration in Accounting and Computer Information Systems. Caitlin's responsibilities have included daily bank reconciliations, preparing journal entries, monitoring fund transactions, and analyzing general ledger accounts. Caitlin also has experience with various accounting software and systems, including Microsoft GP and Excel.

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Timeline

  • Vice President, Accounting

    September, 2021 - present

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