Kaitlin Whittemore

Senior Operations Specialist

Since joining Beauport in 2018, I have contributed over 15 years of extensive customer service expertise to our team.

I specialize in New Business and Client Service. I manage all aspects of new account opening, funding and monitoring. In addition, I handle Trustee changes, and I work closely with our next generation of clients while settling Estates.

I’m committed to ensuring a smooth onboarding experience for new clients while continuing to support existing relationships with the highest level of care. I am confident that delivering a positive and professional experience to our clients is crucial for the long-term success of our firm.

My background in banking and compliance adds a layer of knowledge, ensuring adherence to regulatory standards and enhancing our service delivery.

Education

Southern New Hampshire University, BS Accounting Finances

Away From the Office

In my free time, I enjoy spending time with my husband, Ryan, family and friends. Born and raised in Gloucester, during the summer months you can find me on the beach getting lost in a good book!

Favorite Quote

“Work hard in silence, let your success be your noise.”

—Frank Ocean