Our Team

Meet Our Team

Teams

  • Wealth Management

Locations

  • Mercer Island

Roles

  • Client Services

Victoria Curtis

Senior Client Service Associate

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

Victoria attended Western Washington University and graduated with a bachelor’s in English and technical writing. Victoria has over 25 years of experience in private banking and financial services, supporting high-net-worth clients across a range of investment and advisory platforms. Victoria looks forward to continuing her financial career at Coldstream and working closely with the clients we serve.

THE MOST TREASURED THING I OWN

My memories

ONE PIECE OF ADVICE

Every challenge is an opportunity to show up stronger

HOBBIES

Travel, family and friend time, and loving my numerous collection of animals!