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Coldstream Expands Leadership Team to Support Continued Growth and Enhance Client Experience

Megan Hannah to lead firmwide client experience strategy as Ian Curtiss assumes leadership of Wealth Strategy Group amid continued investment in talent development and succession planning Appointments strengthen Coldstream’s client experience, planning and investment leadership as the firm continues its next stage of growth Coldstream, an employee-owned financial services firm headquartered in Bellevue, today announced that Megan [...]

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