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Coldstream Wealth Management
Unverified
HQ
45 people · 0 jobs
Coldstream Wealth Management's headquarters in Bellevue, WA, United States
Roger Reynolds
Team Lead & Wealth Manager
Alison Hudders
Director Of Marketing
Detlef Schrempf
Director Of Business Development
Jasmin Garcia
Marketing Manager
Erika Yelle
Chief Compliance Officer
Bryan Carr
Portfolio Manager
Jake Karavias
CSA
David Powers
Tristan Mohn
Centralized Client Service Manager
Ian Curtiss
Wealth Manager
Aams® James L. Moore Cmfc®
Wealth Manager/shareholder
James Walsh
Daniel Hill
Senior Wealth Management Associate
Cfp® Katie Berntson (Mietus)
Josh Harris
President - M&A
Jay Winston Cfp®
Wealth Management Associate
Calm Qi
Associate Portfolio Manager
Tara McDonald
Director Of Human Resources
Ben Hogan
System Administrator
MacKenzie Fenner
Marketing Specialist
Nicole Benson
Senior Human Resources Generalist
Alexandra Lambert
Director of Client Service
Ashley Anderson
Senior Client Service Associate
Austin Gormley
Portfolio Administrator
Danielle Uemura
Ethan Luxton
Ian Lung
Client Service Associate
Jordan L.
Jordan Travis Mba, Fpqp®
Kyle McMahill
Wendy Holden
Sim Bajaj
Client Team Operations Manager
Garrett Dean
Director of Operations
Nic Chinzi
Operations Associate
Toni Mercer
Senior Operations Associate
Becky Wilcox Cfa, Frm
Fpqp® Michelle Decaire
Vincent Lee
Vonie Bright
Certified Financial Planner ™, Wealth Manager
Katie Berntson
Jacob Jones
Client Services Associate
Ryan Oden
Technology Professional
Rachel McCracken
Team Lead And Wealth Manager
Hilary Massee Clark
Wealth Manager & Senior Team Operations Manager
Rachel Borsini
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