Caroline Zawilinski

Caroline Zawilinski has over two decades of experience in client service and administrative roles within the financial services industry. Currently serving as a Client Service Administrator at Segall Bryant & Hamill, Caroline has previously held positions such as Project Coordinator at MEDIQUS Asset Advisors, Client Service Associate at Bankers Life Securities, and Portfolio Administrator at Cedar Hill Associates, LLC. Demonstrating proficiency in account management, trade execution, and client relationship building, Caroline has consistently excelled in fast-paced environments, collaborating with portfolio managers and institutional traders. Caroline's comprehensive skill set includes expertise in various financial software, including Black Diamond, Satuit, and Microsoft Office, as well as a strong background in onboarding processes and operational support across multiple firms, including JPMorgan Chase & Co. and Dearborn Partners.