Carly Bradshaw, Cfp®

Carly Bradshaw, Cfp® Email and Phone Number

Director at Pathstone @ Pathstone
boston, massachusetts, united states
Carly Bradshaw, Cfp®'s Location
Seattle, Washington, United States, United States
Carly Bradshaw, Cfp®'s Contact Details

Carly Bradshaw, Cfp® work email

Carly Bradshaw, Cfp® personal email

n/a
About Carly Bradshaw, Cfp®

Carly Bradshaw, Cfp® is a Director at Pathstone at Pathstone. She possess expertise in teamwork, time management, leadership, microsoft excel, microsoft office and 12 more skills.

Carly Bradshaw, Cfp®'s Current Company Details
Pathstone

Pathstone

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Director at Pathstone
boston, massachusetts, united states
Website:
pathstone.com
Employees:
174
Carly Bradshaw, Cfp® Work Experience Details
  • Pathstone
    Director
    Pathstone Jan 2021 - Present
    Bellevue, Washington, United States
    As a Director in Pathstone’s Bellevue office, Carly serves as the Training Lead for the Pacific Northwest Advisory team. She also serves as both the main point of contact and support to several multi-generational clients and their families, working through a range of financial planning and investment related topics. She partners with many clients’ other advisors, including accountants and attorneys, to develop and deliver comprehensive financial planning advice to address cash flow, tax, insurance, retirement, and estate planning issues. Carly joined the firm after five years with another investment management firm, where she was responsible for crafting customized financial plans designated to meet clients’ goals and objectives.
  • Pathstone
    Senior Advisor
    Pathstone Oct 2020 - Jan 2021
    Bellevue, Washington, United States
  • Cornerstone Advisors, Inc. (Bellevue, Wa)
    Associate Client Manager
    Cornerstone Advisors, Inc. (Bellevue, Wa) Jan 2016 - Oct 2020
    Bellevue, Wa
    Carly provides personalized financial guidance to every individual, family, and institution she serves. In following Cornerstone’s guiding philosophy, to always uphold the client’s best interest, Carly builds unbiased comprehensive wealth management strategies that allow clients to enjoy life beyond wealth. Over her years with Cornerstone, Carly has been honored and humbled by becoming the first call for clients when they face some of life’s biggest challenges and opportunities both professionally and personally:- Partnering together through different stages in life – As clients age and face new battles, Cornerstone provides comprehensive counsel. From negotiating their first mortgage to updating their estate plans clients consistently reach out to Cornerstone as their first call. - Connecting families with different professionals to accomplish the ultimate goals – Cornerstone partners together with many different professionals to best serve their clients. Cornerstone uses their vast resources to connect clients with the best professional for their circumstance. Whether it is a travel agent or a housecleaner Cornerstone takes pride in their fantastic network of specialized professionals. By truly integrating into the lives of clients, Carly is able to provide much more than financial advisement by building valuable and enduring relationships beyond the traditional transactional nature of financial services.
  • Cornerstone Advisors, Inc. (Bellevue, Wa)
    Client Management Intern
    Cornerstone Advisors, Inc. (Bellevue, Wa) Jun 2015 - Sep 2015
    Bellevue, Wa

Carly Bradshaw, Cfp® Skills

Teamwork Time Management Leadership Microsoft Excel Microsoft Office Customer Service Microsoft Word Powerpoint Analytic Problem Solving Analysis Management Project Management Crm Public Speaking Organizational Leadership Social Networking Project Planning

Carly Bradshaw, Cfp® Education Details

Frequently Asked Questions about Carly Bradshaw, Cfp®

What company does Carly Bradshaw, Cfp® work for?

Carly Bradshaw, Cfp® works for Pathstone

What is Carly Bradshaw, Cfp®'s role at the current company?

Carly Bradshaw, Cfp®'s current role is Director at Pathstone.

What is Carly Bradshaw, Cfp®'s email address?

Carly Bradshaw, Cfp®'s email address is ca****@****ond.com

What schools did Carly Bradshaw, Cfp® attend?

Carly Bradshaw, Cfp® attended Seattle Pacific University.

What are some of Carly Bradshaw, Cfp®'s interests?

Carly Bradshaw, Cfp® has interest in Volleyball, Skiing, Volunteering, Economic Empowerment, Outdoors, Problem Solving, Traveling, Wildlife, Finance, Working With Children.

What skills is Carly Bradshaw, Cfp® known for?

Carly Bradshaw, Cfp® has skills like Teamwork, Time Management, Leadership, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Powerpoint, Analytic Problem Solving, Analysis, Management, Project Management.

Who are Carly Bradshaw, Cfp®'s colleagues?

Carly Bradshaw, Cfp®'s colleagues are Amanda Mahoney, Rachele Bouchand, Myriam Traverso, Andrew Ayres, Carter Mckaig, Erika Garcia Retana, Dan Kwon.

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