Coldstream Holdings Employee Directory
Coldstream Holdings corporate office is located in 1 100th Ave NE Ste 200, Bellevue, Washington, 98004, United States and has 51-200 employees.
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Employees by Department
Departments
Number of employees
Finance
59
Sales
22
Operations
14
Marketing
6
Human Resources
5
C-Suite
4
Information Technology
3
Coldstream Holdings CEO
Key Employees of Coldstream Holdings
Coldstream Holdings Global Presence
| Location | People at location |
| North America | 51-200 |
Index of contact profiles from Coldstream Holdings
- Client Service Associate
- United States , Washington , Bellevue
- Chief Executive Officer
- United States , Washington , Bellevue
- Relationship Manager
- United States , Washington , Bellevue
- Co Chief Client Experience Officer
- United States , Washington , Bellevue
- Co Chief Client Experience Officer
- United States , Washington , Bellevue
- Wealth Management Associate
- United States , Washington , Bellevue
- Manager, Information Technology Microsoft 365 & Sharepoint Architecture
- United States , Washington , Bellevue
- Client Administrator
- United States , Washington , Bellevue
- Alternative Investments Operations Lead
- United States , Washington , Bellevue
- Manager, Tax
- United States , Washington , Bellevue
- Financial Associate & Advisor
- United States , Washington , Bellevue
- Director, Finance
- United States , Washington , Bellevue
- Partner and Team Lead and Wealth Manager
- United States , Washington , Bellevue
- Business Development Officer & Manager, Wealth & Shareholder
- United States , Washington , Bellevue
- Assistant
- United States , Washington , Bellevue
- Director, Information Technology
- United States , Washington , Bellevue
- Help Desk Technician
- United States , Washington , Bellevue
- Manager, Wealth
- United States , Washington , Bellevue
- Manager, Wealth
- United States , Washington , Bellevue
- Manager, Wealth
- United States , Washington , Bellevue
- Senior Client Service Associate
- United States , Washington , Bellevue
- Manager, Wealth
- United States , Washington , Bellevue
- Partner
- United States , Washington , Bellevue
- Team Lead, Wealth Manager
- United States , Washington , Bellevue
- Manager, Payroll
- United States , Washington , Bellevue
Former Employees at Coldstream Holdings
Explore people who held key positions, contributed to Coldstream Holdings's success, and advanced their careers.
Production Associate at Ethos Commercial Advis...
Worked as Summer Intern
at Coldstream Holdings (2020-2020)
Wealth Senior Associat... at Beacon Pointe
Worked as Private Client Services Associate
at Coldstream Holdings (2017-2019)
Financial Consultant a... at Intellicents
Worked as Client Service Associate
at Coldstream Holdings (2021-2022)
Client Services at RBC Wealth Management
Worked as Wealth Management Associate
at Coldstream Holdings
Associate Wealth Advis... at Charles Schwab
Worked as Wealth Management Associate
at Coldstream Holdings (2022-2024)
Office Manager at Walmart Connect
Worked as Front Office Coordinator
at Coldstream Holdings (2016-2018)
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Frequently Asked Questions Regarding Coldstream Holdings Employees
Coldstream Wealth Management, founded in 1988 and headquartered in Bellevue, Washington, is a wealth management firm specializing in financial planning and customized investment portfolios.... Read More
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