Yvette Weisend

Yvette Weisend is a seasoned financial services professional with extensive experience in client service and investment management. Currently serving as a Senior Client Service Associate at Coldstream since July 2024, Yvette has previously held senior roles at Arnerich Massena, Inc., and Ascend Advisory Group, LLC. A background that includes positions at Fifth Third Securities and JPMorgan Chase & Co. has equipped Yvette with comprehensive expertise in client relations and investment strategies, supported by relevant licenses such as Series 7 and Series 66. Yvette's early career also involved management roles at Huntington Investment Company and Huntington National Bank, demonstrating strong leadership and sales management skills in the banking sector.