Heather Kessler Email & Phone Number
Wealth Manager @ Coldstream Wealth Management
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Heather Kessler Location
- Kirkland, WA, US
Heather Kessler Work
- Wealth Manager @ (June 2021 - Present)
- Advisor @ Paracle Advisors (January 2014 - Present)
- Associate Advisor @ Paracle Advisors (November 2009 - December 2013)
- Private Client Service Manager @ (July 2006 - November 2009)
- Sales Assistant @ (January 2005 - May 2006)
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
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
Patrick Corcorran
Managing Director - Investment Banking - M and A
Bellevue, WA, US
Hilary Clark
Wealth Manager and Senior Team Operations Manager
Bellevue, WA, US
Roger Reynolds
Partner and Co-Founder
Bellevue, WA, US
Erika Yelle
Chief Compliance Officer
Bellevue, WA, US
Alison Hudders
Director of Marketing
Seattle, WA, US
Elaina Shemeta
Partner and Team Lead and Wealth Manager
Seattle, WA, US
Larissa Vidal
Wealth Manager
Bellevue, WA, US
Josh Harris
President - M and A
Mercer Island, 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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