

Frances Lee
Senior Wealth Management Associate
Coldstream Capital Management Inc
United States, Washington, Bellevue
About Me
Coming from 5+ years of industry experience, Frances joined Coldstream in the summer of 2019 with a strong dedication to build profound relationships with clients. Playing the flute since the age of 7, Frances originally got accepted to University Washington’s School of Music as a flute performance major but switched paths along the way and graduated with a Bachelor’s in Communications. Frances previous financial work experience has been with Capital One Investing and Umpqua Investments. During her time at Capital One, she solidified a plan to make a career in wealth management.
Profile Information
Senior Wealth Management Associate
Coldstream Capital Management Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Bellevue
Washington
United States
May 15, 2024
More profiles to browse
Colleen Pedey
Wealth Management Associate
Katelyn Spangler
Associate Wealth Manager
RM
Richard Merrifield
Wealth Manager
Michelle Decaire
Client Team Operations Manager
You Might Like
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale