Director, Transition Services
Ms. Douglas joined Dynasty from Keeney Financial Group where she served as the Director of Client Services for over six years. While there, Caitlin was responsible for managing the firm’s transition from an independent broker-dealer to a Hybrid RIA platform. She has 12 years of experience in the financial services industry, including working directly with clients and overseeing advisors, as well as, support staff. Caitlin graduated from Ohio University with a Bachelor of Business Administration degree in Finance where she also played Division 1 Lacrosse. She resides in Baltimore, MD with her husband Ryan and son Tucker.