Kaitlin Horsch, CFP®

Private Wealth Associate at Ellevest
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Chicago Area

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Bio

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Credentials

  • Certified Public Accountant (CPA)
    Illinois Department of Financial and Professional Regulation
    Feb, 2016
    - Nov, 2024
  • **Registered States** IL
    FINRA
  • **Registered States** IL
    FINRA
  • FA Registered States
    IL

Experience

  • Ellevest
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Private Wealth Associate
      • May 2022 - Present

  • UBS
    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Portfolio Strategist
      • Nov 2019 - Apr 2022

    • Wealth Planning Associate
      • Nov 2017 - Nov 2019

  • KPMG US
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Audit Associate
      • Oct 2013 - Nov 2017

      Serve clients in the Financial Services Industry Senior Associate: July 2015 - November 2017 Associate: October 2013 - June 2015 Serve clients in the Financial Services Industry Senior Associate: July 2015 - November 2017 Associate: October 2013 - June 2015

  • University of Notre Dame
    • United States
    • Higher Education
    • 700 & Above Employee
    • Teaching Assistant
      • Aug 2011 - May 2013

Education

  • University of Notre Dame - Mendoza College of Business
    Bachelor of Business Administration (BBA), Accounting and German
    2009 - 2013
  • Eden Prairie High School
    2005 - 2009

Community

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