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Kendall Acheson's email & phone

Position:Wealth Manager at Coldstream
Experience:18 years
Location:Portland, Oregon, United States

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Work Experience

Wealth Manager at Coldstream

Jun 2025 - Current

Partner, Lead Advisor at Cable Hill Partners

Jan 2022 - Jun 2025

Lead Advisor at Cable Hill Partners

Jun 2017 - Jan 2022

Financial Advisor at Raymond James

Oct 2013 - Jun 2017

Financial Advisor - Stifel at Stifel Financial Corp.

Sep 2011 - Oct 2013

Financial Advisor at Morgan Stanley

Jun 2010 - Aug 2011

Registered Representative at Charles Schwab

Feb 2008 - Jul 2009

Kendall Acheson started working in 2008, then the employee has changed 5 companies and 5 jobs. On average, Kendall Acheson works for one company for 2 years 5 months.

Education

Bachelor of Arts at University of Colorado Boulder

Certified Private Wealth Advisor® Executive Education Program at University of Chicago Booth School of Business Executive Education

CFP® Certification Professional Education Program at College for Financial Planning

Lincoln High School

Frequently Asked Questions

What is Kendall Acheson's minimum period of employment in the companies?

Kendall Acheson's minimum period of employment in various companies is 1 year 2 months.

What is Kendall Acheson's average duration of employment for different companies?

On average, Kendall Acheson works for one company for 2 years 9 months

What industries has Kendall Acheson worked in?

Kendall Acheson works in the Financial Services.

What positions has Kendall Acheson held before?

Previously, Kendall Acheson worked as a Partner, Lead Advisor, and Lead Advisor, and Financial Advisor, and Financial Advisor - Stifel, and Registered Representative.

How do I contact Kendall Acheson?

Kendall Acheson's email address is k*******a@coldstream.com, phone number is +1-***-***-6319. Sign up to get contact details.

Who is the President/CEO/Director of the Coldstream?

The President/CEO/Director of the Coldstream is Amelia Ivanova

Who are Kendall Acheson's peers at other companies?

Kendall Acheson's peers at other companies are Snigdha Sen and Scott Burkland and Rahul Kumar

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