Private Client Coordinator

As the Private Client Coordinator, Caroline Allen oversees a range of administrative responsibilities while cultivating client relationships. Her commitment to client satisfaction helps ensure our clients have an exceptional experience.

Prior to joining Osterweis in 2023, Ms. Allen worked as a Client Service Coordinator at a local financial advisory practice of Ameriprise Financial Services, where she supported their client relationships.

She is a member of our Private Client team.

Ms. Allen graduated from San Francisco State University (B.S. in Business Management).