Heather Kessler Email & Phone Number
Wealth Manager @ Coldstream Wealth Management
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Heather Kessler Location
- Kirkland, WA, US
Heather Kessler Work
- 2021 -now Wealth Manager @
- 2014 -now Advisor @ Paracle Advisors
- 2009 -2013 Associate Advisor @ Paracle Advisors
- 2006 -2009 Private Client Service Manager @
- 2005 -2006 Sales Assistant @
Heather Kessler Education
- Seattle University
BA (Finance)
2002-2006
Heather Kessler Skills
- Investments
- Risk Management
- Wealth Management
- Asset Managment
- Tax
- Financial Advisory
- Strategic Financial Planning
- Retirement Planning
- Asset Allocation
- Portfolio Management
- Estate Planning
Heather Kessler Summary
- Heather Kessler, based in Kirkland, WA, US, is currently a Wealth Manager at Coldstream Wealth Management. Heather Kessler brings experience from previous roles at Paracle Advisors, Brighton Jones and Ragen MacKenzie. Heather Kessler holds a 2002 - 2006 BA in Finance @ Seattle University. With a robust skill set that includes Investments, Risk Management, Wealth Management, Asset Managment, Tax and more. Heather Kessler has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Coldstream Wealth Management Employees
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Matt Sonnen
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Patrick Corcorran
Managing Director - Investment Banking - M and A
Bellevue, WA, US
Roger Reynolds
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Elaina Shemeta
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Larissa Vidal
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Josh Harris
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Mercer Island, WA, US
Lauren Te
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Garrett Dean
Director of Operations
Seattle, WA, US
Erika Allen
Partner
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