Katie Quick Email & Phone Number
Wealth Manager @ Coldstream Wealth Management
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Katie Quick Location
- Portland, OR, US
Katie Quick Work
- 2025 -now Wealth Manager @
- 2023 -2024 Associate Wealth Manager @
- 2021 -2023 Senior Wealth Management Associate @
- 2020 -2021 Senior Portfolio Administrator @ Rosenbaum Financial, Inc.
- 2019 -2019 Portfolio Administrator @ Rosenbaum Financial, Inc.
- 2016 -2018 Investment Operations Manager @ Rosenbaum Financial, Inc.
- 2015 -2016 Operations Assistant @ Rosenbaum Financial
- 2015 -2015 Accounting Administrative Assistant @ Whitworth & Becker, LLP
Katie Quick Education
- University of Portland
Certified Financial Planner Program
2020-2021 - Portland State University 2010-2014
- Portland State University
Bachelor of Arts (BA)
2010-2014
Katie Quick Summary
- Katie Quick, based in Portland, OR, US, is currently a Wealth Manager at Coldstream. Katie Quick brings experience from previous roles at Coldstream Wealth Management and Rosenbaum Financial, Inc.. Katie Quick holds a 2020 - 2021 Certified Financial Planner Program @ University of Portland. Katie Quick has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Katie Quick?
Find contact details for 700 million professionals.
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
Daniels Voyteshonock
Wealth Management Advisor
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
Gunnar Ildhuso
Wealth Manager and Shareholder
Edmonds, WA, US
Garrett Dean
Director of Operations
Seattle, WA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co