Catherine Dunne
CLIENT SERVICE ASSOCIATE
Catherine brings an abundance of administrative and operational experience to Clapboard Hill Private Wealth. As Client Service Associate, Catherine’s interpersonal skills and attention to detail are used to provide clients with exceptional service through up-to-date account reporting and administration, client portfolio management and managing Clapboard Hill Private Wealth’s due diligence process in preparing and drafting client documents.
Understanding what is important to clients comes naturally for Catherine. Her experience includes time as a commercial real estate paralegal, project manager and senior executive assistant for firms in Private Equity, Commercial Real Estate and Management Consulting.
She has a BA degree in political science and pre-law studies from the University of Toronto.
She resides in Connecticut with her daughter and enjoys daily workouts at Orangetheory Fitness.