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Mark Rosenbaum

Team Lead & Wealth Manager at Coldstream Wealth Management

  • LinkedIn

Email Email: m****@coldstream.com

phone noPhone Number: (***)-***-****

I started in the financial services industry over 45 years ago and have enjoyed being part of the profound changes that have occur in this industry. In 1982, my father, Fred Rosenbaum, an...

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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

Jennifer Harrison

Wealth Management Associate

Benjamin Spector

Client Service Associate/ Portfolio Administrator

Shane Payette

Wealth Manager and Shareholder at Coldstream Wealth Management

Alissa Wright

Salesforce Administration Expert

Jasmin Garcia

Senior Digital Marketing Specialist

Melissa Franco

Business Development Associate

Fpqp® Alisoune Lee

Wealth Management Associate

Henry Wurst

Associate Wealth Planner

Ashley Anderson

Senior Client Service Associate

Frequently Asked Questions Regarding Mark Rosenbaum

Answer: Mark Rosenbaum works for Coldstream Wealth Management as Team Lead & Wealth Manager

Answer: Mark Rosenbaum’s role in Coldstream Wealth Management is Team Lead & Wealth Manager

Answer: Mark Rosenbaum's email address is m***@gmail.com

Answer: Mark Rosenbaum's business email address is m****@coldstream.com

Answer: Mark Rosenbaum’s direct phone number is (***)-***-****

Answer: Mark Rosenbaum works in the industry of: Investment Management

Answer: Mark Rosenbaum is the current Team Lead & Wealth Manager at Coldstream Wealth Management.... Read More

Answer: Mark Rosenbaum works Coldstream Wealth Management located at 1 100th Ave Ne, Bellevue, Washington, 99611, United States

Answer: Coldstream Wealth Management's Team Lead & Wealth Manager is Mark Rosenbaum

Answer: Mark Rosenbaum contact details:

  • Phone number  :  (***)-***-****
  • Email  :  m****@coldstream.com

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