Caitlin Erwin has been working with Barnai Asset Management LLC since 2015. She began behind the scenes, with her Bachelor’s degree in English she helped create and edit educational materials for clients. Her strong communication skills, organizational savvy and passion for helping people propelled her to administrator and client relationship nurturer in 2016.
After years in the hospitality industry and launching her own small business endeavors, she understands the retirement saving and planning needs for the self-employed and independent workforce. She is passionate about helping people financially prepare for their futures, and her commitment to efficiency and thorough communication shine through her work.
Caitlin supports clients in their investment journey with her communication skills, coordinated with fast and effective assistance. She seamlessly guides new clients through the onboarding process, manages client billing, and provides administrative support. She also ensures smooth business operations by integrating and maintaining BAM’s suite of technology solutions and service providers.