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
- Wealth Manager and Shareholder @ (September 2023 - Present)
- Senior Family Advisor @ (March 2021 - September 2023)
- Director, Lead Associate Client Manager @ (April 2016 - November 2020)
- Manager, Funds Administration and Operations @ (August 2014 - April 2016)
- Investment Counselor @ (October 2011 - July 2014)
- Owner @ IMI Consulting (May 2011 - October 2011)
- Program Manager, Boeing 787 and V22 Osprey @ G.E. Aviation (March 2007 - March 2008)
- Manager, Portfolio Implementation @ (March 2001 - March 2007)
- Senior Accountant @ (November 1999 - March 2001)
- Staff Accountant @ (November 1998 - November 1999)
- Associate Accountant @ (November 1997 - November 1998)
James Moore Education
- College for Financial Planning
AAMS®
2011 - College for Financial Planning 2011
- 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 3 mobile phone numbers on RocketReach.
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