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David Janec's email & phone

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Wealth Manager at Coldstream|Portland, Oregon, United States

Position:

Wealth Manager at Coldstream

Location:

Portland, Oregon, United States

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Last updated: 2024-08-26
Updated: 2024-08-26

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Work Experience 22 years

Wealth Manager at Coldstream

Jul 2024 - Current

Senior Investment Advisor at Arnerich Massena, Inc

Nov 2020 - Jul 2024

Senior Investment Strategist | SVP at Wells Fargo Private Wealth

Oct 2016 - Nov 2020

Portfolio Manager at Salient Houston, United States

Sep 2008 - Jan 2016

Investment Specialist at Forward Management

Jan 2011 - Dec 2013

Investment Analyst at Forward Management

Sep 2008 - Dec 2010

Junior Investment Analyst at Accessor Capital Management

May 2007 - Sep 2008

Operations at J.P. Morgan

Apr 2004 - Dec 2006

David Janec started working in 2004, then the employee has changed 6 companies and 7 jobs. On average, David Janec works for one company for 3 years 3 months.

Education

Bachelor’s Degree at Skidmore College

Skills

Commodity, Counterparty Risk, Series 7, Fantasy Sports, Derivatives, Trading, Derivatives Trading, Facial Expressions, Investment Management, Financial Modeling

Frequently Asked Questions

What is David Janec's minimum period of employment in the companies?

David Janec's minimum period of employment in various companies is 1 year 4 months.

What is David Janec's average duration of employment for different companies?

On average, David Janec works for one company for 3 years 6 months

What industries has David Janec worked in?

David Janec works in the Financial Services.

What positions has David Janec held before?

Previously, David Janec worked as a Senior Investment Advisor, and Senior Investment Strategist | SVP, and Portfolio Manager, and Investment Specialist, and Investment Analyst.

How do I contact David Janec?

David Janec's phone number is +1-870-***-**48. 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 David Janec's peers at other companies?

David Janec's peers at other companies are Andrew van der Knaap CFP® MBA and Nosihle Mosoeu and Sam Qian Ru

Other employees at Coldstream

Name
Company
Position
ColdstreamS
Investment and Wealth Strategy Intern
ColdstreamE
Wealth Management Associate
ColdstreamT
Technical Lead - Investment Banking
ColdstreamJ
Wealth Management Associate
ColdstreamA
Client Service Associate
ColdstreamP
Retirement Plan Specialist

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