Ian Curtiss
Associate Wealth Manager & Wealth Planner at Coldstream Wealth Management | Seattle, Washington, United States
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Associate Wealth Manager & Wealth Planner at Coldstream Wealth Management in April 2021 to Present
Wealth Planner/Associate Relationship Manager at Coldstream Wealth Management in April 2021 to Present
Senior Advisor at Pathstone in January 2021 to April 2021
Advisor at Pathstone in August 2019 to December 2020
Portfolio Administrator at Pacific Portfolio Consulting, LLC in March 2018 to August 2019
Financial Associate at Sovereign Wealth Advisors, Inc. in September 2017 to March 2018
Participant Service Lead at Northwest Plan Services, Inc. in March 2015 to August 2017
Plan Analyst at Northwest Plan Services, Inc. in April 2014 to February 2015
Associate Client Manager at Cornerstone Advisors, Inc. (Bellevue, WA)
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Seattle Pacific University, B.A, January 2010 to January 2014
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Finance
Economics
Microsoft Office
Customer Service
Disability Insurance
Microsoft Excel
Research
Financial Accounting
Qualified Retirement Plans
Team Leadership
Management
Leadership
Social Networking
Time Management
Teamwork
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Discover more about Coldstream Wealth ManagementWhat is Ian Curtiss email address?
Email Ian Curtiss at [email protected]. This email is the most updated Ian Curtiss's email found in 2026.
How to contact Ian Curtiss?
To contact Ian Curtiss send an email to [email protected].
What company does Ian Curtiss work for?
Ian Curtiss works for Coldstream Wealth Management
What is Ian Curtiss's role at Coldstream Wealth Management?
Ian Curtiss is Associate Wealth Manager & Wealth Planner
What is Ian Curtiss's Phone Number?
Ian Curtiss's phone (206) ***-*237
What industry does Ian Curtiss work in?
Ian Curtiss works in the Financial Services industry.
Ian Curtiss Email Addresses
Ian Curtiss Phone Numbers
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