As a Client Service Associate, Ethan works closely with clients regarding time sensitive tasks and processing requests. Ethan makes up part of the client service team and collaborates with Wealth Management Associates and Wealth Managers on client relationships. His primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are taken care of. Ethan aids clients by providing worry free solutions to some of their daily stressors.
Ethan received his bachelor’s degree from Washington State University in strategic communication and public relations. He is also a notary public in Washington State. Prior to joining Coldstream, Ethan worked at Umpqua Bank as a banker. He enjoyed working directly with clients, but wanted a role where he could build long-term, meaningful relationships with families. Ethan looks forward to continuing his growth in the financial services industry.
MOST TREASURED THING I OWN
My passport! I love travelling internationally and seeing the pages of my passport fill up.
ONE PIECE OF ADVICE
Never stop learning. I firmly believe that everyone has the ability to continue growing.
I have many different hobbies and they are all over the board! I enjoy hiking, photography, writing, graphic design, software engineering, and video games.