Grace Klopstad Email & Phone Number
Associate Director @ WestEnd Advisors
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Grace Klopstad Location
- Charlotte, NC, US
Grace Klopstad Work
- Associate Director @ (September 2026 - Present)
- Associate Director @ (January 2026 - September 2026)
- Sr Wealth Sales Associate – Team Lead @ (January 2025 - January 2026)
- Wealth Sales Associate @ (May 2023 - January 2026)
- Investment Sales Specialist @ (January 2022 - May 2023)
- Partnerships Intern @ (May 2021 - January 2022)
- Equity Research Analyst @ (January 2021 - May 2021)
- Investment Operations Co-Op @ (May 2019 - January 2020)
Grace Klopstad Education
- University of Iowa
Finance (General)
2017-2021
Grace Klopstad Skills
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- SIE
- Series 66
- Series 7
Grace Klopstad Summary
- Grace Klopstad, based in Charlotte, NC, US, is currently a Associate Director at WestEnd Advisors. Grace Klopstad brings experience from previous roles at Principal Asset Management. Grace Klopstad holds a 2017 - 2021 Finance in General @ University of Iowa. With a robust skill set that includes Microsoft Excel, Microsoft PowerPoint, Microsoft Word, SIE, Series 66 and more. Grace Klopstad has 1 emails and 1 mobile phone numbers on RocketReach.
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