Caitlyn Potter

Caitlyn Potter, CAIA, MBA, is a Vice President of 401(k) Sales at Fidelity Investments. They previously served as Vice President of Institutional Sales at BlackRock and held roles at New York Life Investment Management and New York Life Insurance Company. Caitlyn's career began with a college internship at Putnam Investments, where they worked as a Client Service Representative. They are currently pursuing a Master of Business Administration at Syracuse University and a Bachelor of Science in Finance at the University of Massachusetts Dartmouth.