Kelsie L Buckley, Charles Schwab | Find your best path for intro

Kelsie L Buckley

Director Wealth Management Learning Coaching Strategy

Charles Schwab

View your organizations’ collective activity with Kelsie to find the best way to reach out

***

-->,

***

<--,

***

Last interaction was ** days ago.

**** and **** are the closest.

View Kelsies’ CRM data to get more info on their experience with your organization

Account Type*** ********

Account Owner*** *******

Account Opps/Deals

****** ******

Closed Won • Nov 24

**K $

Closed

View Kelsies’ best path for intro to find the best way to reach out

******* ****

Past Champion

**** *****

Colleague - Career Overlap

Use your organizations colleagues connection to reach out to Kelsie

*** ***

Worked in execs roles at *** together from 2021-2024

****** ***

Worked in the same department at *** together from 2021-2024

View people similar to Kelsie based on experience