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Fpqp® Alisoune Lee

Wealth Management Associate at Coldstream Wealth Management

  • LinkedIn

My work is not just about crunching numbers or balancing books - it's about upholding and incorporating my core values of kindness, empathy, and integrity into everything I do. These valu...

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COLDSTREAM WEALTH MANAGEMENT

COLDSTREAM WEALTH MANAGEMENT

  • description Description
    Coldstream is an employee-owned, independently-operated wealth management firm thats been earning the trust of high net-worth clients since 1996. We guide you through the complexity of wealth...

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  • Employees count Employees 51-200
  • Revenue Revenue 50 Million to 100 Million
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Coldstream Wealth Management Org Chart and Mapping

Employees

Cfp® Elaina K. Shemeta

Partner and Team Lead/Wealth Manager

Wes Burroughs

Wealth Management Associate

Alex McBain

Client Services Associate

Kyle Larson

Wealth Manager, Wealth Planner

Sim Bajaj

Client Team Operations Manager

Crpc® Darin Sevier

Associate Portfolio Manager

Austin Gormley

Senior Client Service Associate

Detlef Schrempf

Director of Business Development

Frequently Asked Questions Regarding Fpqp® Alisoune Lee

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Answer: Fpqp® Alisoune Lee’s role in Coldstream Wealth Management is Wealth Management Associate

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Answer: Fpqp® Alisoune Lee is the current Wealth Management Associate at Coldstream Wealth Management.... Read More

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Answer: Coldstream Wealth Management's Wealth Management Associate is Fpqp® Alisoune Lee

Answer: Fpqp® Alisoune Lee contact details:

  • Phone number  :  (***)-***-****
  • Email  :  a****@runningevolution.com

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