Calm Qi
Analyst-Equity presso Coldstream Capital Management, Inc.
Posizioni attive di Calm Qi
Società | Posizione | Inizio | Fine |
---|---|---|---|
Coldstream Capital Management, Inc.
Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Analyst-Equity | 01/02/2022 | - |
Storia della carriera di Calm Qi
Formazione di Calm Qi
Western Washington University | Undergraduate Degree |
Pacific Lutheran University | Graduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 4 |
Posizioni
Analyst-Equity | 1 |
Undergraduate Degree | 1 |
Graduate Degree | 1 |
Settori
Consumer Services | 3 |
Finance | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 1 |
---|---|
Coldstream Capital Management, Inc.
Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Finance |
- Borsa valori
- Insiders
- Calm Qi
- Esperienza