Coldstream’s New Chief Revenue Officer

In Coldstream Happenings

SEATTLE – June 15, 2022 — We are excited to announce the appointment of Natalie Straub as Chief Revenue Officer. She will report to Kevin Fitzwilson, Managing Shareholder.

In this newly created role, Natalie will dedicate her efforts to developing and implementing our ambitious strategic growth plans, as well as sharing the positive impact the firm has made in the lives of our clients. Additionally, she will support existing wealth management teams and new merger partners by introducing consistent business planning and coaching programs that reinforce each wealth manager’s goals and also work to scale Coldstream’s business, positioning us for continued success. Read the complete press release here.

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