Jocelyn Stephens

Jocelyn Stephens: Email & Phone Number

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Wealth Management Associate at Coldstream|Seattle, Washington, United States

Position:

Wealth Management Associate at Coldstream

Location:

Seattle, Washington, United States

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Last updated: 2026-06-26
Updated: 2026-06-26

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Work Experience 6 years

Wealth Management Associate at Coldstream

Apr 2026 - Current

Senior Client Service Associate at Coldstream

Oct 2025 - Mar 2026

Client Service Associate at Coldstream

Oct 2024 - Sep 2025

Audiology Assistant at Proliance Surgeons

May 2024 - Sep 2024

Resident Assistant at University of Washington - School of Medicine

Jun 2023 - May 2024

Undergraduate Research Fellow at Boise State University

Apr 2023 - Aug 2023

Food Service Worker at Paddles Up Poké

Aug 2020 - Oct 2022

Jocelyn Stephens started working in 2020, then the employee has changed 4 companies and 6 jobs. On average, Jocelyn Stephens works for one company for 9 months.

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

Education

Chemistry at Boise State University

Seattle Preparatory School

Jocelyn Stephens Namesakes

Name
Company
Position
Joss Stephens
Graduate MCS
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Jocelyn Stephens
Freelance
Freelance Graphic Designer
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