Role at Appleton
Caroline joined Appleton in 2024, and is responsible for the management of the RFP, consultant and platform database; due diligence reporting processes, and marketing information analytics. She works closely with various departments and colleagues to maintain strategy and composite performance and characteristics, holdings, risk statistics, benchmark data, and firm information. In this role, Caroline also works to support Appleton’s overall Marketing and Performance reporting efforts.
Professional Experience
Prior to Appleton, Caroline interned with Ernst & Young as a Summer Analyst in their Transaction Economics Group. Caroline also participated in Tuck School of Business at Dartmouth Business Bridge Program working on various financial accounting, modeling and communication efforts.
Education
B.A., Boston College
Personal Notes
Caroline recently moved from Dover, MA, to South Boston. In her free time, she enjoys skiing, running, and creative writing.
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