See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
Caitlin Koch is a seasoned professional with 10+ years of experience in customer success, financial services, and operations. She holds a Bachelor of Arts degree from Texas Tech University and a Technical Liaison Certification from Raymond James.

Credentials

  • Technical Liaison Certification - Installer
    Raymond James

Experience

    • United States
    • Software Development
    • 300 - 400 Employee
    • Customer Success Specialist
      • Apr 2024 - Present

    • Growth Team Support Analyst
      • Jul 2022 - Apr 2024

  • Raymond James
    • Houston, Texas Area
    • Client Service Associate
      • Jun 2012 - Jun 2022
      • Houston, Texas Area

      [Disclosure: Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC] Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

  • Texas Tech University
    • Lubbock, Texas Area
    • Undergraduate Student Assistant, The Department of History
      • Sep 2007 - Dec 2011
      • Lubbock, Texas Area

  • Branding Iron Western Store
    • Beaumont/Port Arthur, Texas Area
    • Sales Representative and Assistant
      • Dec 2007 - Jan 2010
      • Beaumont/Port Arthur, Texas Area

  • The Law Office of D. Blake Ferrell
    • Beaumont/Port Arthur, Texas Area
    • Receptionist
      • Jun 2004 - Aug 2004
      • Beaumont/Port Arthur, Texas Area

Education

  • 2007 - 2011
    Texas Tech University
    Bachelor of Arts, Economics
  • 2005 - 2007
    American School of Paris
    High School
  • 2003 - 2005
    West Brook High School
    High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles