Verified recordFinancial Services

Jessica Winters

Client Service Associate at Coldstream

Based in Seattle, United States

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Seniority

Staff

Department

Customer/Client Service

Location

Seattle

Industry

Financial Services

Company size

244

Contact information

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Email

1 credit

j•••••••@coldstream.com

Phone

5 credits

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Background

About Jessica Winters

Currently working at Coldstream Wealth Management as a Client Service Associate. Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of high net-worth clients since 1996. We guide you through the complexity of wealth management so that you can have peace of mind while achieving the financial and lifestyle goals important to you. Coldstream Wealth Management is a wholly-owned subsidiary of Coldstream Holdings, Inc.

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