Caitlin Douglas is the Founding Partner and Chief Operating Officer at Elevation Point, a position held since 2024. Previously, they served in various leadership roles at Dynasty Financial Partners from 2018 to 2020, where they focused on enhancing transitional services for independent financial advisors. Prior to that, Caitlin was the Director of Client Services at Keeney Financial Group from 2012 to 2018, dedicated to elevating the client experience. Caitlin earned a Bachelor of Business Administration in Finance from Ohio University and holds a Certificate in Leadership Principles from Harvard Business School Online.
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