James Moore Email & Phone Number
Wealth Manager and Shareholder @ Coldstream Wealth Management
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James Moore Location
- Kenai, AK, US
James Moore Work
- 2023 - now Wealth Manager and Shareholder @
- 2021 - 2023 Senior Family Advisor @
- 2016 - 2020 Director, Lead Associate Client Manager @
- 2014 - 2016 Manager, Funds Administration and Operations @
- 2011 - 2014 Investment Counselor @
- 2011 - 2011 Owner @ IMI Consulting
- 2007 - 2008 Program Manager, Boeing 787 and V22 Osprey @ G.E. Aviation
- 2001 - 2007 Manager, Portfolio Implementation @
- 1999 - 2001 Senior Accountant @
- 1998 - 1999 Staff Accountant @
- 1997 - 1998 Associate Accountant @
James Moore Education
- College for Financial Planning
AAMS®
2011null - College for Financial Planning 2011null
- Arizona State University - W. P. Carey School of Business
James Moore Summary
- James Moore, based in Kenai, AK, US, is currently a Wealth Manager and Shareholder at Coldstream Wealth Management. James Moore brings experience from previous roles at Parcion Private Wealth, Cornerstone Advisors, Inc., GuideStone Financial Resources and Fisher Investments. James Moore holds a AAMS® @ College for Financial Planning. James Moore 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
Daniel Yeung
Portfolio Manager and Shareholder
Mercer Island, WA, US
Kevin Fitzwilson
Chief Executive Officer
Incline Village, NV, US
Shelly Kapoor
Manager of Business Integrations
Portland, OR, US
Peter Beeson
Team Lead, Coldstream Risk Management
Bellevue, WA, US
Vonie Bright
CERTIFIED FINANCIAL PLANNER ™, Wealth Manager
Bellevue, WA, US
Kyle Larson
Wealth Manager, Wealth Planner
Mercer Island, WA, US
Wendy Sklar
Payroll Manager
Sammamish, WA, US
Patrick Corcorran
Managing Director - Investment Banking - M and A
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
Larissa Vidal
Wealth Manager
Bellevue, WA, US
Josh Harris
President - M and A
Mercer Island, WA, US
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