Caitlin currently works at UNH's Paul College teaching Personal Finance, Real Estate Finance and Financial Planning courses - all of which she developed. While working part-time as a Financial Planning Specialist at Baystate Financial, teaming up with Rob Burns, she develops financial planning strategies to help individuals and business owners achieve their goals, providing insight for modelling strategies, filling in gaps, and providing analysis and estate planning document reviews. Additionally, Caitlin meets with clients and their attorneys and CPAs. This experience outside of the classroom helps to develop the coursework inside of the classroom and ensure all students have experience in class unlike no other. Her teaching style focuses on hands-on learning and networking with industry professionals to enhance the learning experience. She is an undergraduate of Bentley College (now University) in Finance and of Suffolk University Law School focusing on Tax, Estate & Business Succession Planning.
J.D., Suffolk University
B.S., Finance, Bentley College
ACFI 640: Top/Financial Planning
ACFI 702: Investments Analysis
ACFI 708: Real Estate Finance
ACFI 720: Top/Real Estate Finance
ACFI 750: Internships in Accounting
ACFI 751: Internships in Finance
ADMN 570: Intro to Financial Management
MGT 647: Business Law I
PAUL 450: Personal Finance
DeSoye, C. A. (2017). personal finance (1st ed.). online: TopHat Monocle. Retrieved from https://tophat.com/
Rhodes, L., weitzel, M., & pratt, W. (n.d.). personal finance experience. Pearson.