Carolyn Wittmann-Todd has a background in wealth management and client relations from their time at Summit Trail Advisors and Alex. Brown, a Division of Raymond James. Carolyn currently works as a Relationship Manager at Summit Trail Advisors, where Carolyn assists high net worth clients with their investment portfolios. Carolyn holds a B.A. in Business Administration and Management from the University of Washington.
September, 2019 - present