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 Finance

Away From the Office

Born and raised in Gloucester, family is at the heart of everything I do. I cherish creating special memories with my husband, Ryan, and our daughter, Adelyn. I am truly grateful to call this beautiful community home and to raise my family here.

Favorite Quote

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

—Frank Ocean