Jose Ramos

As a Client Service Associate, Jose works side-by-side with Wealth Management Associates and Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Jose is able to provide our clients with worry-free solutions to some of their daily stressors.

Jose attended Gonzaga University and graduated with a Bachelor of Arts in Business Administration. Prior to Coldstream, Jose built his career for four years in the wealth management and financial technologies industries. Jose looks forward to continuing his financial career at Coldstream and working closely with the clients we serve.

THE MOST TREASURED THING I OWN

My sports memorabilia

ONE PIECE OF ADVICE

Anything worth doing is worth doing right. Patience, persistence, and consistent effort will help result in the best possible outcomes for your goals in life.

HOBBIES

Traveling, sports events, boating, and golfing