Katie Quick

Katie Quick

Associate Wealth Manager
Portland, Oregon, United States

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Work Experience

Coldstream Wealth Management

Associate Wealth Manager

2023-01-01 - Present

Rosenbaum Financial, Inc.

Senior Portfolio Administrator

2020-01-01 - 2021-10-01

Whitworth & Becker, LLP

Accounting Administrative Assistant

2015-01-01 - 2015-05-01

Oui Presse

Barista

2014-11-01 - 2014-12-01

Tartberry Inc

Team Member

2013-01-01 - 2014-05-01

Portland State Vanguard

News Reporter

2012-09-01 - 2013-01-01

PSU Chronicles

Blogger

2012-09-01 - 2014-05-01

Portland State University

Resident Assistant

2011-09-01 - 2014-06-01

Private Clients

Piano Teacher

2007-11-01 - 2018-11-01

Skills

wealth managment services family wealth planning multigenerational planning investment management settlement advisory services employer sponsored retirement plans endowments & foundations

Languages

English