Coldstream Wealth Management
Ian Lung has a Bachelor of Business Administration in Finance from Seattle University, gained between September 2017 and March 2022. Ian's professional experience includes serving as a Client Service Associate at Coldstream Wealth Management since June 2022 and previously worked as a Research Assistant at the Pacific Northwest Research Institute from July 2021 to July 2022. Prior roles include serving as a Competitive Sports Official at Seattle University Recreation from September 2017 to July 2021 and as a Learning Center Tutor at Wiz Kids Hawaii during the summer of 2018.
Coldstream Wealth Management
Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of high net-worth clients since 1996. We guide you through the complexity of wealth management so that you can have peace of mind while achieving the financial and lifestyle goals important to you. Coldstream Wealth Management is a wholly-owned subsidiary of Coldstream Holdings, Inc.”