Host Amy Reback teams up with Brad Hass, Director of Stock Plan Services, to interview Kelley Yurt, a client who recently went down the pre-IPO path with her current employer, Olo. They dissect Kelley’s experiences at different stages in the pre-IPO journey to help private companies unpack the path to taking their companies public.
Equity Unpacked™ is an original podcast from Charles Schwab.
The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.
(0821-1PCN)
Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose Value
This profile is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.
©2021 Charles Schwab & Co., Inc. All rights reserved. Unauthorized access is prohibited. Usage will be monitored.