Charlotte Sohlin's Location
Bellevue, WA, US
Charlotte Sohlin's Work
- Operations and Compliance Manager @ Bristlecone Advisors
- Client and Investment Operations Management @ Hart Capital Management, Inc.
- Associate Director Fund Administration @ Cornerstone Advisors, Inc. (Bellevue, WA)
- Associate Client Manager @ Cornerstone Advisors, Inc. (Bellevue, WA)
- Client Management Associate @ Coldstream Wealth Management
- Hedge Fund Administrator and Client Services @ ICM Asset Management
Charlotte Sohlin's Education
- St. Göran Technical Institute Of Stockholm, Sweden1989 - 1991
Charlotte Sohlin's Skills
- Hedge Funds
- Mutual Funds
- Advent/Apx/Axys Back Office Professional Certification
- Sales
- Asset Allocation
- Derivatives
- Trading
- Investments
- Investor and Investment Manager Liaison
- Alta Return
Charlotte Sohlin's Summary
Charlotte Sohlin, based in Bellevue, WA, US, is currently a Operations and Compliance Manager at Bristlecone Advisors, bringing experience from previous roles at Hart Capital Management, Inc., Cornerstone Advisors, Inc. (Bellevue, WA) and Coldstream Capital Management. Charlotte Sohlin holds a 1989 - 1991 St. Göran Technical Institute Of Stockholm, Sweden. With a robust skill set that includes Hedge Funds, Mutual Funds, Advent/Apx/Axys Back Office Professional Certification, Sales, Asset Allocation and more, Charlotte Sohlin contributes valuable insights to the industry. Charlotte Sohlin has 3 emails on RocketReach.
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ViewAdam Guenther
Principal, Investment Management at Bristlecone Advisors
Seattle, Washington, United States21
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