Caitlin McOsker is a Senior Business Analyst at Fidelity Investments, specializing in Wealth Management. Previously, Caitlin held roles as an Undergraduate Research Assistant in both the Institute for Neuroscience and the Department of Psychology at Texas A&M University, where they earned a Bachelor of Science in Psychological and Brain Sciences with a minor in Neuroscience. At Fidelity, Caitlin leads cross-functional initiatives to improve the advisor and client experience for Fidelity’s Unified Managed Household offering, demonstrating expertise in strategy execution, process optimization, and data-driven decision-making. Additionally, Caitlin participated in the Emerging Leader Program, where they developed leadership skills and drove measurable business impact through various strategic projects.
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