![Calm Qi](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Calm Qi
Analyst-Equity bei Coldstream Capital Management, Inc.
Aktive Positionen von Calm Qi
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Coldstream Capital Management, Inc.
![]() Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Analyst-Equity | 01.02.2022 | - |
Karriereverlauf von Calm Qi
Ausbildung von Calm Qi
Western Washington University | Undergraduate Degree |
Pacific Lutheran University | Graduate Degree |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Analyst-Equity | 1 |
Undergraduate Degree | 1 |
Graduate Degree | 1 |
Sektoral
Consumer Services | 3 |
Finance | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 1 |
---|---|
Coldstream Capital Management, Inc.
![]() Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Finance |