Caroline (Rogers) Poulton
About Caroline (Rogers) Poulton
Caroline (Rogers) Poulton is a Senior Operations Associate with extensive experience in client relations and operations across various financial institutions. She has held positions at Neuberger Berman, Merrill Lynch, SharesPost, and Forge, demonstrating a strong background in client services and business development.
Current Role at Forge
Caroline Poulton serves as a Senior Operations Associate at Forge, a position she has held since 2021. In this role, she is responsible for overseeing various operational processes and ensuring efficient workflow within the organization. Her experience in operations contributes to the overall effectiveness of the team, and she plays a key role in supporting the company's objectives.
Previous Experience at SharesPost
Before joining Forge, Caroline worked at SharesPost as a Senior Associate from 2019. Her responsibilities included managing client relationships and providing operational support. This role built upon her extensive experience in client services and operations, allowing her to further develop her skills in a dynamic environment.
Experience at Neuberger Berman
Caroline was employed at Neuberger Berman as a Senior Client Associate from 2017 to 2018. During her time there, she focused on client engagement and support, contributing to the firm's client service initiatives in San Francisco, California.
Background in Financial Services
Caroline has a significant background in financial services, having worked at Merrill Lynch for a total of five years in various roles, including Registered Senior Client Associate and Registered Client Associate. Her tenure at Merrill Lynch spanned from 2007 to 2017, where she gained valuable experience in client management and financial operations.
Educational Background
Caroline Poulton graduated with a Bachelor's Degree in Biology from San Diego State University in 2004. Her educational background provided her with a solid foundation in scientific principles, which she has applied throughout her professional career.