Alissa Wright Email & Phone Number
Salesforce Solutions Engineer @ Coldstream Wealth Management
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Alissa Wright Location
- Seattle, WA, US
Alissa Wright Work
- Salesforce Solutions Engineer @ (January 2023 - Present)
- Manager of Client Service Operations @ (July 2021 - January 2023)
- Operations Lead @ (January 2020 - July 2021)
- Associate II @ (April 2017 - January 2020)
- Client Services @ (October 2010 - March 2017)
- Director of Client Relations @ Kunath, Karren, Rinne, & Atkin (November 2008 - September 2010)
- Operations Associate @ (September 2007 - September 2008)
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 3 emails and 3 mobile phone numbers on RocketReach.
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Top Coldstream Wealth Management Employees
Detlef Schrempf
Director Of Business Development
Bellevue, WA, US
Tara McDonald
Director of Human Resources
Bellevue, WA, US
Kevin Fitzwilson
Chief Executive Officer
Incline Village, NV, US
Matt Sonnen
Chief Operating Officer
Los Angeles, CA, US
Peter Beeson
Team Lead, Coldstream Risk Management
Bellevue, WA, US
Vonie Bright
CERTIFIED FINANCIAL PLANNER ™, Wealth Manager
Bellevue, WA, US
Bryan Shipley
Chief Investment Officer
Portland, OR, US
Daniels Voyteshonock
Wealth Management Advisor
Bellevue, WA, US
Roger Reynolds
Partner and Co-Founder
Bellevue, WA, US
Erika Yelle
Chief Compliance Officer
Bellevue, WA, US
Joe Cervantes
Wealth Manager-Team Lead
Bellevue, WA, US
Alison Hudders
Director of Marketing
Seattle, WA, US
Elaina Shemeta
Partner and Team Lead and Wealth Manager
Seattle, WA, US
Lauren Te
Director of Finance
Kirkland, WA, US
Garrett Dean
Director of Operations
Seattle, WA, US
Erika Allen
Partner
Seattle, WA, US
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