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Callie Bradshaw is listed as Private Client Specialist at Greenwood Capital at Greenwood Capital, a with 20 employees, based in Greenville, South Carolina, United States. AeroLeads shows a work email signal at etrade.com and a matched LinkedIn profile for Callie Bradshaw.
Callie Bradshaw previously worked as Private Client Specialist at Greenwood Capital and New Account Specialist at E*Trade From Morgan Stanley. Callie Bradshaw holds Bachelor Of Science - Bs, Accounting And Finance, 3.71 Out Of 4.0 from Clemson University.
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AeroLeads found 1 current-domain work email signal for Callie Bradshaw. Compare company email patterns before reaching out.
In my role, I focus on getting to know my clients personally in order to provide intuitive service with a cheerful attitude. My goal is to be able to provide that level of diligence to all our clients in the Upstate. When they pick up the phone to call me, our clients will know they have someone in their corner. I am a downtown Greenville resident after growing up in rural South Carolina and am thoroughly enjoying the dog-friendly bars and late-night pizza. I love baking and am on a mission to make "Muffin Mondays" a weekly occurrence at the office.
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Greenville, South Carolina, United States
In my role as Private Client Specialist, I support three advisors in their day-to-day administrative needs while providing individualized service to clients. I am passionate about applying what I have learned to specific situations, in order to solve problems and anticipate needs.
Alpharetta, Georgia, United States
On the New Accounts team, I focused on providing one-on-one service to clients and prospects in an expediated time-frame. I troubleshooted operational problems, walked clients through the account opening process, and identified potential products that matched the client's needs and goals.
Alpharetta, Georgia, United States
While being introduced to the industry, I focused on learning what I could to help clients. I earned my SIE, Series 7, and Series 63 certifications as well as my E*Trade Trader Certification.
Other employees you can reach at greenwoodcapital.com. View company contacts for 20 employees →
Emily Snider
Colleague at Greenwood CapitalGreenwood, South Carolina, United States
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Kalisse Evert
Colleague at Greenwood CapitalGreenville, South Carolina, United States
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Denise Lollis, Cpfa
Colleague at Greenwood CapitalGreenwood, South Carolina, United States
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Valerie Lowery
Colleague at Greenwood CapitalGreenwood, South Carolina, United States
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Colin Burns, Mba
Colleague at Greenwood CapitalGreenville, South Carolina, United States
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John Wiseman
Colleague at Greenwood CapitalGreenwood, South Carolina, United States
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Will Bond
Colleague at Greenwood CapitalGreenwood, South Carolina, United States
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Brian D.
Colleague at Greenwood CapitalGreenville, South Carolina, United States
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John B Proctor Jr
Colleague at Greenwood CapitalGreenville, South Carolina, United States
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Coco Kelly
Colleague at Greenwood CapitalCharlotte, North Carolina, United States
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Quick answers generated from the profile data available on this page.
Callie Bradshaw works for Greenwood Capital.
Callie Bradshaw is listed as Private Client Specialist at Greenwood Capital at Greenwood Capital.
AeroLeads has found 1 work email signal at @etrade.com for Callie Bradshaw at Greenwood Capital.
Callie Bradshaw is based in Greenville, South Carolina, United States while working with Greenwood Capital.
Callie Bradshaw has worked for Greenwood Capital, E*Trade From Morgan Stanley, and E*Trade.
Callie Bradshaw's colleagues at Greenwood Capital include Emily Snider, Kalisse Evert, Denise Lollis, Cpfa, Valerie Lowery, and Colin Burns, Mba.
You can use AeroLeads to view verified contact signals for Callie Bradshaw at Greenwood Capital, including work email, phone, and LinkedIn data when available.
Callie Bradshaw holds Bachelor Of Science - Bs, Accounting And Finance, 3.71 Out Of 4.0 from Clemson University.
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