Corey Dallas
Analyst-Equity chez Coldstream Capital Management, Inc.
Postes actifs de Corey Dallas
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
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. | Analyst-Equity | 01/07/2021 | - |
| Gestionnaire de Portefeuille-Actions | 01/07/2021 | - |
Historique de carrière de Corey Dallas
Formation de Corey Dallas
| Washington State University | Undergraduate Degree |
| Pacific Lutheran University | Graduate Degree |
Statistiques
Internationale
| Etats-Unis | 4 |
Opérationnelle
| Analyst-Equity | 1 |
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
Sectorielle
| Consumer Services | 3 |
| Finance | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 |
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