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Coldstream Wealth Management
Garrett Dean

GD

Garrett Dean

Operations Manager at Coldstream Wealth Management

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Manager

Matt Sonnen

Chief Operating Officer

Peers

Reports

Jaime Johnson

Operations Department Specialist

Nic Chinzi

Operations Associate

Toni Mercer

Senior Operations Associate

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Timeline

Operations Manager
March, 2022 - present
Senior Operations Associate
2020
Operations Associate
2017
Portfolio Administrator
2015

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