Jay Winston Email & Phone Number
Associate Wealth Manager @ Coldstream Wealth Management
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Jay Winston Location
- Kirkland, WA, US
Jay Winston Work
- 2022 -now Associate Wealth Manager @
- 2021 -2022 Financial Advisor @
- 2018 -2021 Financial Solutions Advisor @
- 2018 -2019 Financial Advisor - FADP @
- 2015 -2018 Investment Advisor Representative @ Voya Financial
- 2015 -2015 Sales Support Specialist @ Symetra Financial
- 2014 -2015 Investment Advisor @ Principal Financial
- 2011 -2014 Investment Advisor @
Jay Winston Education
- Northeastern University
Bachelor's Degree
2004-2009
Jay Winston Skills
- Microsoft Word
- Project Management
- Investments
- New Business Development
- Hospitality
- Account Management
- Retirement Planning
- Retirement
Jay Winston Summary
- Jay Winston, based in Kirkland, WA, US, is currently a Associate Wealth Manager at Coldstream Wealth Management. Jay Winston brings experience from previous roles at Wayfinding Financial, Merrill Edge, Merrill Lynch Wealth Management and Voya Financial. Jay Winston holds a 2004 - 2009 Bachelor's Degree @ Northeastern University. With a robust skill set that includes Microsoft Word, Project Management, Investments, New Business Development, Hospitality and more. Jay Winston has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Coldstream Wealth Management Employees
Detlef Schrempf
Director Of Business Development
Bellevue, WA, US
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
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
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
Gunnar Ildhuso
Wealth Manager and Shareholder
Edmonds, WA, US
Garrett Dean
Director of Operations
Seattle, WA, US
Erika Allen
Partner
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