Caitleen Allen

Caitleen leads client service and operations at Paro Advisory. She is the person clients hear from between meetings, and the reason nothing in a plan goes quietly untouched: onboarding, account transitions, follow-up commitments, and the annual review rhythm all run through her. 

She came to financial services from a luxury client-facing environment, where she advanced into management, and then led operations and process automation at a marketing firm. That combination is valuable and deliberate. She understands what it feels like to be a client at the highest standard of service, and she knows how to build the systems that deliver it consistently. 

Outside the office, Caitleen stays active through the gym, tennis, and volleyball, and she spends her free time traveling and reading.