Jordan L.

Wealth Management Associate at Coldstream Wealth Management

Jordan L. is a knowledgeable wealth management professional currently serving as a Wealth Management Associate at Coldstream Wealth Management since September 2021, having previously held roles as Senior Client Service Associate and Client Services Associate. Experience includes a finance internship at Northwestern Mutual in mid-2020, where Jordan assisted in financial advising and investment analysis. Prior to these positions, extensive customer service experience was gained at the YMCA of Greater Seattle and The Club at Snoqualmie Ridge, as well as as a ski instructor at Summit at Snoqualmie. Jordan holds a Bachelor's degree in Business Finance and Economics from Pacific Lutheran University, completed in 2021.

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