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James L. Moore, Aams®, Cmfc® Email & Phone Number

Wealth Manager and Shareholder at Coldstream Wealth Management
Location: Greater Seattle Area, United States 12 work roles 3 schools
1 work email found @parcionpw.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@parcionpw.com
LinkedIn Profile matched
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Current company
Coldstream Wealth Management
Role
Wealth Manager and Shareholder
Location
Greater Seattle Area, United States
Company size
231 employees

Who is James L. Moore, Aams®, Cmfc®? Overview

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Quick answer

James L. Moore, Aams®, Cmfc® is listed as Wealth Manager and Shareholder at Coldstream Wealth Management, a with 231 employees, based in Greater Seattle Area, United States. AeroLeads shows a work email signal at parcionpw.com and a matched LinkedIn profile for James L. Moore, Aams®, Cmfc®.

James L. Moore, Aams®, Cmfc® previously worked as Wealth Manager/Shareholder at Coldstream Wealth Management and Senior Family Advisor at Parcion Private Wealth. James L. Moore, Aams®, Cmfc® holds Aams® from College For Financial Planning.

Company email context

Email format at Coldstream Wealth Management

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*@parcionpw.com
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AeroLeads found 1 current-domain work email signal for James L. Moore, Aams®, Cmfc®. Compare company email patterns before reaching out.

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Profile bio

About James L. Moore, Aams®, Cmfc®

With a strong depth and breadth of experience in the financial industry ranging from advising ultra-high net worth investors and business owners, estate planning, financial modeling, investment management oversight, sub-advisor contract negotiations, new product launches, and compliance, to lead roles in securities lending and soft dollars, I’ve developed an unparalleled skill set of international experience that provides a clear and unique vision to guide clients, institutions, business units, and colleagues, down a more thoughtful and intentional path. With a proven track record of successful associate supervision, leading many diverse, cross functional international teams, I have a proven ability to work alongside executives, clients and all other levels of the organization in a collaborative and impactful manner.Specialties: Registered Investment Advisor, Financial Planning, Investment Management, Investment Consulting, Asset Allocation, Investment Analysis, Investment Policy, Financial Modelling (eMoney), Estate Planning, Financial Risk Management, Contract Negotiations, Rule 38a-1 Compliance, Transition Management, Operations, Fund Accounting, New Fund Development, Project Management, Coaching, Cross Functional Team Leadership, Sr. Level Manager, Third Party Platform Set-up and Launch, Process Analysis and Automation.

Listed skills include Investment Management, Mutual Funds, Investments, Asset Allocation, and 47 others.

Current workplace

James L. Moore, Aams®, Cmfc®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Coldstream Wealth Management
Coldstream Wealth Management
Wealth Manager and Shareholder
Kenai, AK, US
Website
coldstream.com
Employees
231
AeroLeads page
Company profile
View company profile Email format
12 roles

James L. Moore, Aams®, Cmfc® work experience

A career timeline built from the work history available for this profile.

Director, Lead Associate Client Manager

Cornerstone Advisors, Inc.

Bellevue, Wa

Responsible for leadership and oversight of associate client managers in direct support to the Chief Client Relationship Officer. This included hiring, training, development, coaching and ongoing education for all levels of the associate client manager role. Additional responsibilities included internal business development, oversight and execution of internal initiatives as established by the executive team, and serving high to ultra-high net worth clients in both Washington State and Alaska.

Apr 2016 - Nov 2020

Owner

Imi Consulting
May 2011 - Oct 2011

Program Manager, Boeing 787 And V22 Osprey

G.E. Aviation
Mar 2007 - Mar 2008
Team & coworkers

Colleagues at Coldstream Wealth Management

Other employees you can reach at coldstream.com. View company contacts for 231 employees →

DL Dina Liening, Crpc® Dina Liening, Crpc® Colleague at Coldstream Wealth ManagementBellevue, Washington, United States View → EH Elaine Heller Elaine Heller Colleague at Coldstream Wealth ManagementBellevue, Washington, United States View → BH Ben Hogan Ben Hogan Colleague at Coldstream Wealth ManagementGreater Seattle Area, United States View → AS Alex Schrempf Alex Schrempf Colleague at Coldstream Wealth ManagementBellevue, Washington, United States View → DS Darin Sevier, Crpc® Darin Sevier, Crpc® Colleague at Coldstream Wealth ManagementPortland, Oregon Metropolitan Area, United States View → KB Katherine Brown, Fpqp® Katherine Brown, Fpqp® Colleague at Coldstream Wealth ManagementPortland, Oregon, United States View → KH Katie Hollway Katie Hollway Colleague at Coldstream Wealth ManagementPortland, Oregon, United States View → CC Chloe C. Chloe C. Colleague at Coldstream Wealth ManagementSeattle, Washington, United States View → HH Heather Hamamoto, Cfp®, Cdfa® Heather Hamamoto, Cfp®, Cdfa® Colleague at Coldstream Wealth ManagementBellevue, Washington, United States View → CD Corey Dallas, Msf, Apma® Corey Dallas, Msf, Apma® Colleague at Coldstream Wealth ManagementGreater Seattle Area, United States View →
3 education records

James L. Moore, Aams®, Cmfc® education

FAQ

Frequently asked questions about James L. Moore, Aams®, Cmfc®

Quick answers generated from the profile data available on this page.

What company does James L. Moore, Aams®, Cmfc® work for?

James L. Moore, Aams®, Cmfc® works for Coldstream Wealth Management.

What is James L. Moore, Aams®, Cmfc®'s role at Coldstream Wealth Management?

James L. Moore, Aams®, Cmfc® is listed as Wealth Manager and Shareholder at Coldstream Wealth Management.

What is James L. Moore, Aams®, Cmfc®'s email address?

AeroLeads has found 1 work email signal at @parcionpw.com for James L. Moore, Aams®, Cmfc® at Coldstream Wealth Management.

Where is James L. Moore, Aams®, Cmfc® based?

James L. Moore, Aams®, Cmfc® is based in Greater Seattle Area, United States while working with Coldstream Wealth Management.

What companies has James L. Moore, Aams®, Cmfc® worked for?

James L. Moore, Aams®, Cmfc® has worked for Coldstream Wealth Management, Parcion Private Wealth, Cornerstone Advisors, Inc., Guidestone Financial Resources, and Fisher Investments.

Who are James L. Moore, Aams®, Cmfc®'s colleagues at Coldstream Wealth Management?

James L. Moore, Aams®, Cmfc®'s colleagues at Coldstream Wealth Management include Dina Liening, Crpc®, Elaine Heller, Ben Hogan, Alex Schrempf, and Darin Sevier, Crpc®.

How can I contact James L. Moore, Aams®, Cmfc®?

You can use AeroLeads to view verified contact signals for James L. Moore, Aams®, Cmfc® at Coldstream Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did James L. Moore, Aams®, Cmfc® attend?

James L. Moore, Aams®, Cmfc® holds Aams® from College For Financial Planning.

What skills is James L. Moore, Aams®, Cmfc® known for?

James L. Moore, Aams®, Cmfc® is listed with skills including Investment Management, Mutual Funds, Investments, Asset Allocation, Portfolio Management, Financial Services, Investment Advisory, and Wealth Management.

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