Anne Stonich Email & Phone Number
Chief Client Experience Officer and Board Member @ Coldstream Wealth Management
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Anne Stonich Location
- Bend, OR, US
Anne Stonich Work
- 2025 -now Chief Client Experience Officer and Board Member @
- 2021 -2025 Chief Wealth Strategist and Wealth Manager and Board Member @
- 2004 -2025 Founder and Partner @ Paracle Advisors - Personal Financial Management in Seattle Washington
- 2000 -2004 Lead Advisor @
- 1998 -2000 Certified Public Accountant @ Deloitte and Touche
Anne Stonich Education
- University of Washington - Michael G. Foster School of Business
Bachelor of Science - BS (Accounting)
Anne Stonich Skills
- Investments
- Financial Advisory
- Wealth Management
- Retirement
- Asset Allocation
- Finance
- Tax
- Small Business
- Estate Planning
- Employee Benefits
- Financial Planners
- Retirement Planning
- Portfolio Management
- Asset Management
- Strategic Financial Planning
- Financial Analysis
- Financial Planning
- Financial Modeling
- Management
Anne Stonich Summary
- Anne Stonich, based in Bend, OR, US, is currently a Chief Client Experience Officer and Board Member at Coldstream. Anne Stonich brings experience from previous roles at Coldstream, Paracle Advisors - Personal Financial Management in Seattle Washington, Brighton Jones and Deloitte and Touche. Anne Stonich holds a Bachelor of Science - BS in Accounting @ University of Washington - Michael G. Foster School of Business. With a robust skill set that includes Investments, Financial Advisory, Wealth Management, Retirement, Asset Allocation and more. Anne Stonich has 1 emails and 2 mobile phone numbers on RocketReach.
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