• Investment Analyst

    Coldstream Wealth Management (Bellevue, WA)
    …funds in various asset classes + Participating in the ongoing monitoring of mutual funds, separately managed accounts , and private funds + Serving as the ... liaison with asset managers' investor relations staff + Attending ISG and various committee meetings, creating and distributing meeting minutes + Ensuring that due diligence efforts are properly documented and distributed Working with the CIO: + Preparing… more
    Coldstream Wealth Management (05/23/25)
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