Alissa Wright Email & Phone Number
Salesforce Solutions Engineer @ Coldstream Wealth Management
5 free lookup(s).
Alissa Wright Location
- Seattle, WA, US
Alissa Wright Work
- 2023 - now Salesforce Solutions Engineer @
- 2021 - 2023 Manager of Client Service Operations @
- 2020 - 2021 Operations Lead @
- 2017 - 2020 Associate II @
- 2010 - 2017 Client Services @
- 2008 - 2010 Director of Client Relations @ Kunath, Karren, Rinne, & Atkin
- 2007 - 2008 Operations Associate @
Alissa Wright Education
- University of Washington
B.S. (Psychology)
1998 - 2003
Alissa Wright Skills
- Business Process Improvement
- Customer Relationship Management (CRM)
- Data Migration
- Asana
- Lucidchart
- Salesforce Training
- Force.com
- Salesforce Financial Services Cloud
- Salesforce.com
- Microsoft Excel
- Power BI
- PowerPivot
- DAX
- Fidelity WealthCentral
- Black Diamond Reporting
- Client Relations Skills
- Series 65
- Operations Management
- Client Service Oriented
- Client Presentation
- Rebalance Express
- Wealth Management
- Financial Services
- Process Improvement
- Client Services
- Power Query
- Customer Service
- Microsoft Office
- Pershing Netx360
Alissa Wright Summary
- Alissa Wright, based in Seattle, WA, US, is currently a Salesforce Solutions Engineer at Coldstream Wealth Management. Alissa Wright brings experience from previous roles at Fulcrum Capital, Coldstream Wealth Management and The Rainier Group. Alissa Wright holds a 1998 - 2003 B.S. in Psychology @ University of Washington. With a robust skill set that includes Business Process Improvement, Customer Relationship Management (CRM), Data Migration, Asana, Lucidchart and more. Alissa Wright has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Coldstream Wealth Management Employees
Larissa Vidal
Wealth Manager
Bellevue, WA, US
Josh Harris
President - M and A
Mercer Island, WA, US
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