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Career history of Rachel J. Wakefield
Former positions of Rachel J. Wakefield
Companies | Position | Start | End |
---|---|---|---|
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. | Portfolio Manager-Equities | 02/09/2005 | 31/01/2009 |
Western Pacific Investment Advisers, Inc.
![]() Western Pacific Investment Advisers, Inc. Investment ManagersFinance Founded by Leonard W. Johnson in 19888, Western Pacific Investment Advisers, Inc. (WP) is a registered investment advisor based in Portland, Oregon and has an office in Bellevue, Washington. They provide investment counsel and portfolio management services. | Portfolio Manager-Equities | 04/03/1993 | 01/09/2005 |
A.G. Edwards Asset Management | Corporate Officer/Principal | - | 01/01/1993 |
Statistics
International
United States | 4 |
Operational
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 1 |
Sectoral
Finance | 4 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Western Pacific Investment Advisers, Inc.
![]() Western Pacific Investment Advisers, Inc. Investment ManagersFinance Founded by Leonard W. Johnson in 19888, Western Pacific Investment Advisers, Inc. (WP) is a registered investment advisor based in Portland, Oregon and has an office in Bellevue, Washington. They provide investment counsel and portfolio management services. | Finance |
A.G. Edwards Asset Management | Finance |
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 |
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