Daniels Voyteshonock
- Role
- Private Client Services at Coldstream
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
Experience
Private Client Services
Jun 2020 — Present
Employee-owned, independently operated to provide you with comprehensive wealth management. Coldstream is an employee-owned, independently operated wealth management firm. We’ve been earning the trust of and giving peace of mind to high-net-worth clients since 1996. Our advisors are fiduciaries, meaning we are obligated to put your interests ahead of our own.
Education
University of Oregon Lundquist College of Business
Bachelor’s Degree, Finance, Economics
2002 — 2004
College for Financial Planning
Financial Planning and Services
Skills
- Mortgage Lending
- Customer Relationship Management (Crm)
- Self Directed Ira
- 403 B
- Credit
- Simple Ira
- Microsoft Powerpoint
- Banking
- Iras
- Team Building
- Financial Advisory
- Cash Management
- Wealth Management
- Financial Analysis
- 401(K) Retirement Savings Plans
- Financial Services
- Asset Management
- Roth Ira
- Customer Service
- Small Business
- 401k Rollovers
- Management
- Investments
- Insurance
- Finance
- Sep Ira
- Sales Management
- Goals Based Financial Planning
- Microsoft Outlook
- Notary Public
- Retirement Planning
- Leadership
- Notary
- Retail Banking
- Microsoft Excel
- Strategic Planning
- Crm Integration
- Microsoft Word
- Microsoft Office
- Risk Management
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