Position:
Wealth Management Associate at Coldstream
Location:
Seattle, Washington, United States
Found email addresses for Jocelyn Stephens:
Found phone for Jocelyn Stephens:
Apr 2026 - Current
Oct 2025 - Mar 2026
Oct 2024 - Sep 2025
May 2024 - Sep 2024
Jun 2023 - May 2024
Apr 2023 - Aug 2023
Aug 2020 - Oct 2022
Their professional focus is Analytical Skills, Appointment Scheduling, and Customer Relationship Management (CRM) across 3 core areas.
Jocelyn holds Foundations in Financial Planning™ Program leading to the FPQP® Professional Designation, Series 65, and Credential of Readiness (CORe) certifications and has been awarded Boise State Top Ten Scholar and Physical Chemistry Student of the Year
Chemistry at Boise State University
Seattle Preparatory School
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