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Katie Quick, Cfp® Email & Phone Number

Wealth Manager at Coldstream Wealth Management at Coldstream
Location: Portland, Oregon, United States 8 work roles 3 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Coldstream
Role
Wealth Manager at Coldstream Wealth Management
Location
Portland, Oregon, United States
Company size
60 employees

Who is Katie Quick, Cfp®? Overview

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Quick answer

Katie Quick, Cfp® is listed as Wealth Manager at Coldstream Wealth Management at Coldstream, a company with 60 employees, based in Portland, Oregon, United States. AeroLeads shows a matched LinkedIn profile for Katie Quick, Cfp®.

Katie Quick, Cfp® previously worked as Wealth Manager at Coldstream and Associate Wealth Manager at Coldstream Wealth Management. Katie Quick, Cfp® holds Bachelor Of Arts (Ba) from Portland State University.

Company email context

Email format at Coldstream

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Coldstream

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Profile bio

About Katie Quick, Cfp®

As an Associate Wealth Manager, I both lead and assist in the management and advising of client relationships, portfolios, and financial plans. My experience as a CERTIFIED FINANCIAL PLANNER™ helps me to bring a holistic, comprehensive planning approach to each relationship's team. With a passion for advocacy and education, I strive to deliver efficiency, creativity, flexibility, and stability.

Current workplace

Katie Quick, Cfp®'s current company

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Coldstream
Coldstream
Wealth Manager at Coldstream Wealth Management
bellevue, washington, united states
Website
coldstream.com
Employees
60
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8 roles

Katie Quick, Cfp® work experience

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

Wealth Manager

Current
Coldstream

Portland, Oregon, United States

Jan 2025 - Present

Senior Portfolio Administrator

Rosenbaum Financial, Inc.

Portland, Oregon, United States

Jan 2020 - Oct 2021

Portfolio Administrator

Rosenbaum Financial, Inc.

Portland, Oregon Area

Jan 2019 - Dec 2019

Investment Operations Manager

Rosenbaum Financial, Inc.

Portland, Oregon Area

Dec 2016 - Dec 2018

Operations Assistant

Rosenbaum Financial

Portland, Oregon Area

Jun 2015 - Dec 2016

Accounting Administrative Assistant

Whitworth & Becker, Llp

Portland, Oregon

Jan 2015 - May 2015
Team & coworkers

Colleagues at Coldstream

Other employees you can reach at coldstream.com. View company contacts for 60 employees →

AS Amanda Smith Amanda Smith Colleague at Coldstream Laingsburg, Michigan, United States, United States View → JG Jasmin Garcia Jasmin Garcia Colleague at Coldstream Seattle, Washington, United States, United States View → AP Alexandra Pear, Fpqp® Alexandra Pear, Fpqp® Colleague at Coldstream Portland, Oregon, United States, United States View → HH Heather Hamamoto, Cfp®, Cdfa® Heather Hamamoto, Cfp®, Cdfa® Colleague at Coldstream Bellevue, Washington, United States, United States View → JP Jillian Perkins Jillian Perkins Colleague at Coldstream Portland, Oregon, United States, United States View → KD Katie Devranos Katie Devranos Colleague at Coldstream Portland, Oregon, United States, United States View → EH Elaine Heller Elaine Heller Colleague at Coldstream Bellevue, Washington, United States, United States View → BF Bryce Fitzwilson Bryce Fitzwilson Colleague at Coldstream Mercer Island, Washington, United States, United States View → CH Cade Hampson Cade Hampson Colleague at Coldstream Seattle, Washington, United States, United States View → EK Elaina K. Shemeta, Cfp® Elaina K. Shemeta, Cfp® Colleague at Coldstream Seattle, Washington, United States, United States View →
3 education records

Katie Quick, Cfp® education

FAQ

Frequently asked questions about Katie Quick, Cfp®

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

What company does Katie Quick, Cfp® work for?

Katie Quick, Cfp® works for Coldstream.

What is Katie Quick, Cfp®'s role at Coldstream?

Katie Quick, Cfp® is listed as Wealth Manager at Coldstream Wealth Management at Coldstream.

Where is Katie Quick, Cfp® based?

Katie Quick, Cfp® is based in Portland, Oregon, United States while working with Coldstream.

What companies has Katie Quick, Cfp® worked for?

Katie Quick, Cfp® has worked for Coldstream, Coldstream Wealth Management, Rosenbaum Financial, Inc., Rosenbaum Financial, and Whitworth & Becker, Llp.

Who are Katie Quick, Cfp®'s colleagues at Coldstream?

Katie Quick, Cfp®'s colleagues at Coldstream include Amanda Smith, Jasmin Garcia, Alexandra Pear, Fpqp®, Heather Hamamoto, Cfp®, Cdfa®, and Jillian Perkins.

How can I contact Katie Quick, Cfp®?

You can use AeroLeads to view verified contact signals for Katie Quick, Cfp® at Coldstream, including work email, phone, and LinkedIn data when available.

What schools did Katie Quick, Cfp® attend?

Katie Quick, Cfp® holds Bachelor Of Arts (Ba) from Portland State University.

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