Kaitlin DeDora
After the world slowed down and then came roaring back from the pandemic, I decided to take a step back from the corporate world, reflecting on what I truly wanted to build for my future with a greater awareness of the importance of doing so. It was here that I had the incredible opportunity to spend a year living in Spain, teaching English as a second language. This experience allowed me to immerse myself in a new culture and forge deep human connections. I cherished the joy of engaging with students and witnessing their growth, which ignited a passion for fostering relationships that I would later connect back to my career in finance.
Returning to the U.S., I knew I did not want to go back to corporate America. Instead, I envisioned creating a meaningful opportunity to financially advise entrepreneurs.
My interest in small businesses and entrepreneurship began at a young age where I spent time at a family friend’s winery and restaurant, which started as a humble cake shop. I was captivated by the journey of turning a passion into a thriving business and how such ventures impact individuals and communities. With this goal in mind, I reached out to the Portus team to find out more about how they were working with business owners and their families.
Before my journey into financial advising, I studied finance with the dream of owning a wedding planning business. It was during my senior year at UNC Charlotte that I was able to learn about the world of financial advising by working for an Edward Jones advisor. I quickly became passionate about the intersection of finance and its direct impact on people’s lives.
Upon graduating from college, I spent three years as a Financial Analyst in Commercial Banking at Wells Fargo. Here, I learned how large financial institutions operate. However, my desire to work with individuals and small businesses never faded.
Currently, I’m focused on operations and business development to lay a strong foundation for advising clients. I’m fascinated by how financial strategies can create opportunity-generated outcomes for both individuals and businesses.
When I’m not studying, you can usually find me outdoors, cooking, spending time with family and friends, or planning my next adventure. Another benefit from my time in Spain was developing a passion for travel.
If you ever want to know just how much can fit into a single backpack, let’s chat!
Kaitlin DeDora
After the world slowed down and then came roaring back from the pandemic, I decided to take a step back from the corporate world, reflecting on what I truly wanted to build for my future with a greater awareness of the importance of doing so. It was here that I had the incredible opportunity to spend a year living in Spain, teaching English as a second language. This experience allowed me to immerse myself in a new culture and forge deep human connections. I cherished the joy of engaging with students and witnessing their growth, which ignited a passion for fostering relationships that I would later connect back to my career in finance.
Returning to the U.S., I knew I did not want to go back to corporate America. Instead, I envisioned creating a meaningful opportunity to financially advise entrepreneurs.
My interest in small businesses and entrepreneurship began at a young age where I spent time at a family friend’s winery and restaurant, which started as a humble cake shop. I was captivated by the journey of turning a passion into a thriving business and how such ventures impact individuals and communities. With this goal in mind, I reached out to the Portus team to find out more about how they were working with business owners and their families.
Before my journey into financial advising, I studied finance with the dream of owning a wedding planning business. It was during my senior year at UNC Charlotte that I was able to learn about the world of financial advising by working for an Edward Jones advisor. I quickly became passionate about the intersection of finance and its direct impact on people’s lives.
Upon graduating from college, I spent three years as a Financial Analyst in Commercial Banking at Wells Fargo. Here, I learned how large financial institutions operate. However, my desire to work with individuals and small businesses never faded.
Currently, I’m focused on operations and business development to lay a strong foundation for advising clients. I’m fascinated by how financial strategies can create opportunity-generated outcomes for both individuals and businesses.
When I’m not studying, you can usually find me outdoors, cooking, spending time with family and friends, or planning my next adventure. Another benefit from my time in Spain was developing a passion for travel.
If you ever want to know just how much can fit into a single backpack, let’s chat!
