Carolyn Wittmann-Todd's Location
Seattle, WA, US
Carolyn Wittmann-Todd's Work
- Relationship Manager @ Summit Trail Advisors
- Investment Portfolio Associate, Wealth Management @ Alex. Brown, a Division of Raymond James
Carolyn Wittmann-Todd's Education
- University of Washington
Carolyn Wittmann-Todd's Skills
- Microsoft Excel
- Salesforce
- Bloomberg
- Portfolio Management
- Portfolio Optimization
- Portfolio Performance Analysis
- Series 6
- Series 66
- ThomsonOne
- Thomson Reuters Eikon
Carolyn Wittmann-Todd's Summary
Carolyn Wittmann-Todd, based in Seattle, WA, US, is currently a Relationship Manager at Summit Trail Advisors, bringing experience from previous roles at Alex. Brown, a Division of Raymond James. Carolyn Wittmann-Todd holds a University of Washington. With a robust skill set that includes Microsoft Excel, Salesforce, Bloomberg, Portfolio Management, Portfolio Optimization and more, Carolyn Wittmann-Todd contributes valuable insights to the industry. Carolyn Wittmann-Todd has 1 email on RocketReach.
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