Brad Jadin

Role: Charles Schwab at We Trust Company
Location: Seattle, WA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Charles Schwab
We Trust Company
Present

Education

Purdue University
Bachelor’s Degree, Financial Planning and Counseling
2014 — 2018

Skills

Microsoft Excel
Analysis
Team Leadership
Management
Microsoft Powerpoint
Microsoft Word
English
Time Management
Event Planning
Leadership
Customer Service
Teamwork
Research
Microsoft Office
Social Media
Public Speaking

Contact information

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Work email
•••••@wetrustco.com
Personal email
•••••@•••••.com
Direct dial
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Current company

We Trust Company

Financial Services · 17 employees · Founded 1997 · Seattle, Washington, United States

For over two decades WE Trust Company has been solving complicated financial matters for individuals and families in the Pacific Northwest. We provide our clients with fiduciary support to ensure legacies, relationships, and financial security remain strong for generations to come. We do this through a variety of services: 1. Estate Administration: Your executor who will oversee your affairs after you pass 2. Professional Trustee: We administer assets put in trust for the best interest of the beneficiaries 3. Attorney-in-Fact: A financial advocate who will manage finances on your behalf 4. Family Office Administration: Daily money management and concierge services for individuals and families with significant net worth and complicated financial lives We handle these matters discreetly for our clients with the utmost professionalism, accuracy, and care. We specialize in managing life\'s intricate yet essential details, solving problems and delivering results with impartiality and compassion. Trust is at the root of everything we do.

wetrustco.com

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Experience

Charles Schwab

Education

Purdue University

Skills

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