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Matt Sonnen Joins Coldstream Wealth as COO

As new COO, Matt Sonnen will work to consolidate, standardize and scale Coldstream Wealth Management.

United statesKevin ftizwilsonPhil plattMatt sonnenBoston private financial holdingsCarlyle groupColdstream wealth managementManaging shareholder kevinBoston private financialBoston privateWest coast

Coldstream Wealth Management Enhances Leadership Team with Addition of Matt Sonnen As Chief Operating Officer

/PRNewswire/ Coldstream Wealth Management ("Coldstream" or "the firm") – an employee-owned, independently operated wealth management firm – today announced.

United statesMercer islandJoseph kuoLarissa sonnenKevin fitzwilsonColdstream holdings incClient serviceMerrill lynchInformation technologyFirm strategic growthHaven tower groupVeteran operations executiveSupporting firmStrategic growth initiativesWealth managementMatt sonnen

For the 5th Year, PFI Advisors Announces its participation in #GivingTuesday

Los Angeles (PRWEB) November 29, 2022 PFI Advisors announced today that for the fifth year in a row, the firm will again participate in the #GivingTuesday

Los angelesLayla paigeMatt sonnenLayla paige sonnenDiscussion forumTechnology assessmentsTechnology conversionsIntegration servicesHospital los angelesMonthly member meetupChief operating officersPress release

PFI Advisors Releases Industry Report: The Complexities of Alternative Investment Performance Reporting

Los Angeles, CA (PRWEB) May 12, 2022 Today, PFI Advisors is releasing a new industry report (the eleventh in its continuing educational series) focused on

Matt sonnenTechnology assessmentsTechnology conversionsIntegration servicesCanoe connectCanoe intelligenceChief operating officersPress release

PFI Advisors and Magellan Mastermind Announce Joint Venture to Bring Operations Coaching and Community to the Wealth Management Sector

Los Angeles, CA (PRWEB) May 05, 2022 As part of an ongoing effort to provide industry-leading coaching and community in the RIA operations space, PFI

Joe lukacsJoe lukacMatt sonnenTechnology assessmentsTechnology conversionsIntegration servicesCoach joe lukacMagellan mastermindCoach joe lukacsCoach joeLuminous capitalStrategic operationsFocus financialChief operating officersPress release

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