Wendy Reid
Manager | Wealth Client Service
- Role
- Manager Wealth Client Service at CAPTRUST
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
Experience
Manager Wealth Client Service
Jan 2024 — Present · Charlotte, NC, US
Education
Virginia Tech
Bachelor of Science (BS)
Skills
- Uniform Combined State Law
- Relationship Management
- Microsoft Office
- Series 66
- Series 63
- Series 7
- Wealth Management
- Mutual Funds
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