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Coldstream Wealth Management
Benjamin Spector

Benjamin Spector

Client Service Associate/ Portfolio Administrator at Coldstream Wealth Management

About

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Manager

Malinda Top

Centralized Client Service Manager

Peers

Ethan Luxton

Client Service Associate

Ashley Anderson

Senior Client Service Associate

Austin Gormley

Portfolio Administrator

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Timeline

Client Service Associate/ Portfolio Administrator
January, 2023 - present
Financial Planning Assistant Intern
June, 2022

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