Client Services Advisor Caroline Vollertsen has spent her career in financial services for high net worth clients. When discussing her decision to join JOYN, she’s quick to point out that “the difference here is everyone isn’t just working for himself or herself. I’ve worked in 4 other financial services companies and never seen a real team environment like this one. I love it.”
As a JOYN CSA, Caroline spends her day assisting clients and advisors with a variety of account issues. She oversees critical account management functions of the firm’s (or her) clients, ensuring that all of their needs are met and their highest levels of service expectations have been exceeded.
Caroline earned her BA in International Political Economy from Fordham University in New York. “My mother was in international politics and my grandfather was a diplomat so I had a world view in my blood,” she explains. “But finance is what always interested me.”
Family is what created her passion for food and fellowship. Caroline loves to cook and entertain for anyone who is looking to have a good time with friends and family. She likes to consider event planning as her second career. She loves a good party!