Caitlin Gould

Caitlin Gould

Administrative Assistant

Ms. Gould is the Administrative Assistant for the Firm, joining the team in 2018. Ms. Gould brings over 9 years of administrative experience to the table. Ms. Gould is responsible for assisting in all aspects for the firm’s daily operations. In addition to handling general office management duties, Ms. Gould also takes on other duties at Sovereign from input and updating of client information into various internal systems including CRM; creating and generating reports; delivering client/ prospect communication; along with reviewing, editing, to presentations, letters and other various client communications. Ms. Gould collaborates with the Compliance Officer on marketing and compliance to ensure all marketing materials are up to date and compliant with the Firms policies and procedures. Ms. Gould’s administrative experience make her an invaluable asset to Sovereign.