JT
Jesse T.
Senior Compliance Officer; Director at Freestone Capital Management
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Work Experience
Senior Compliance Officer; Director
2022 - 2022
2016 - 2021 · 5 years
Senior Compliance Officer - Portfolio Surveillance Manager
2018 - 2021 · 3 years
Compliance Officer
2016 - 2018 · 2 years
Company Details
Freestone is an independent, fee-only wealth advisor to select high net worth individuals and families. We offer a full suite of services to help protect, grow and transfer your wealth and address all aspects of your financial life, giving you the freedom to focus on what truly matters.
Year Founded
1999
Social Media
Linkedin
Industry
Financial Services
HQ Location
701 Fifth Avenue 74th Floor Seattle, WA 98104, US
Keywords
Wealth PlanningAsset ManagementAlternative InvestmentsInvestments
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