Cfp® Caitlin Kolczynski Ea

Caitlin Kolczynski, MST, CFP®, EA, currently serves as Director at Mercadien, where Caitlin has held various positions including Manager, Senior Financial Consultant, and Financial Analyst since January 2016. Prior experience includes working as a Valuation Analyst at Management Planning, Inc. from June 2014 to January 2016, conducting comprehensive valuation assignments for privately held companies. Earlier, Caitlin interned at Management Planning, Inc. in 2013, performing industry research and contributing to the improvement of private placement discount models. Currently pursuing a Master of Taxation with a focus on Tax and Estate Planning at Villanova University, Caitlin holds a Bachelor of Science in Finance with a Management Minor from The College of New Jersey.