Austin Gormley

Portfolio Administrator at Coldstream Wealth Management

Austin Gormley is a finance professional with a Bachelor of Business Administration degree from Pacific Lutheran University, earned in 2021. Currently serving as a Portfolio Administrator at Coldstream Wealth Management since August 2021, Austin has previously held roles including Senior Client Service Associate and Client Service Associate within the same company. Prior experience includes a position as a Junior Associate at Bryan Gormley Wealth Management, where responsibilities involved attending client meetings and analyzing data to address financial needs. Earlier experience at Imagenet LLC as a Data Analyst & Client Services Manager involved preparing health insurance claims data reports, strengthening skills in data analysis and communication.

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