Catherine J. Williams
Plus aucun poste en cours
Profil
Ms. Catherine J.
Williams is Chief Operating Officer at Coldstream Capital Management, Inc. Prior to joining Coldstream Capital Management, Ms. Williams was Client Services Manager at ICM Asset Management, Spokane.
She began her career in financial services in 1993 with this small-cap value money management firm.
She worked primarily with institutional and affluent private clients based in Florida and Washington State.
Ms. Williams holds FINRA Series 7, 63, 65 & 24 licenses.
She is active in her sons' school and sports programs and regularly supports Boys & Girls Club initiatives.
Anciens postes connus de Catherine J. Williams
| Sociétés | Poste | Fin |
|---|---|---|
ICM Asset Management, Inc.
 ICM Asset Management, Inc. Investment ManagersFinance ICM Asset Management, Inc. (ICM) is an independent, SEC-registered investment advisor headquartered in Spokane, Washington. The firm was founded by James (Jim) Simmons in 1981. ICM provides investment advice and management to individually managed accounts. | Sales & Marketing | - |
Coldstream Capital Management, Inc.
 Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Directeur des opérations | - |
Expériences
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Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Coldstream Capital Management, Inc.
Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Finance |
ICM Asset Management, Inc.
ICM Asset Management, Inc. Investment ManagersFinance ICM Asset Management, Inc. (ICM) is an independent, SEC-registered investment advisor headquartered in Spokane, Washington. The firm was founded by James (Jim) Simmons in 1981. ICM provides investment advice and management to individually managed accounts. | Finance |
