Caroline Allen
Private Client Coordinator
Caroline Allen serves as the Private Client Coordinator. In her role she oversees a range of administrative responsibilities while cultivating strong client relationships. Her dedication to client satisfaction ensures that each client has an exceptional experience, tailored to their needs.
Prior to joining Osterweis in 2023, Caroline worked as a Client Service Coordinator at a local financial advisory practice of Ameriprise Financial Services, where she supported client relationships and honed her skills in client service. Caroline is passionate about her work because she thrives on interacting with people, resolving issues, and being an integral part of a collaborative team.
Caroline graduated from San Francisco State University with a B.S. in Business Management. Outside of her professional life, she enjoys exploring San Francisco, trying new restaurants, visiting museums, and playing video games.
