DDavid Janec's contacts
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Sign up to search for other David Janec's across our 850M+ professionals databaseWork Experience
Jul 2024 - Current
Nov 2020 - Jul 2024
Oct 2016 - Nov 2020
Sep 2008 - Jan 2016
Jan 2011 - Dec 2013
Sep 2008 - Dec 2010
May 2007 - Sep 2008
Apr 2004 - Dec 2006
Education
Bachelor’s Degree at Skidmore College
Current Company Information Coldstream
Name: Coldstream
Speciality: Financial Planning, Investment Advisory, Tax Planning, Estate Planning, Risk Management, Wealth Management, Family Wealth Planning, Multi-Generational Planning, Insurance Solutions, Settlement Advisory Services, Employer Sponsored Retirement Plans, Endowments and Foundations, Retirement Plan Services
Location: Bellevue, WA, United States
Employees: 200-500
HQ Phone: 425-283-1600
Description: Coldstream Wealth Management provides financial planning, risk management, estate planning, tax planning and investment advisory services....
Skills
Valuation, Morningstar, Quantitative Analysis, Finance, Investment Management, Derivatives Trading, Fund Of Funds, Swaps, Counterparty Risk, Series 7Frequently 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 monthsWhat 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 email address is d*****j@coldstream.com, phone number is +1-870-***-**48. Sign up to get contact details.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 Aryan RoshyanSimilar profiles
Other employees at Coldstream
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