Corey Dallas - Email & Phone Number

Associate Portfolio Manager at Coldstream Wealth Management

Corey Dallas is based out of Greater Seattle Area and works at Coldstream Wealth Management as Associate Portfolio Manager.

Corey Dallas's Contact Information

Corey Dallas's Work email

c*****@coldst***.com

Valid

Latest update

October 16, 2025

Location

Greater Seattle Area

Corey's current employer

Coldstream Wealth Management

Description

With offices in Seattle, Bellevue and Lake Oswego, Coldstream Wealth Management is an independent firm offering comprehensive financial p...

Website

coldstream.com

HQ Location

Bellevue, WA, United States

Number of employees

51-200

Industry

Investment Management

Latest update

May 1, 2024

Read about Coldstream Wealth Management

Frequent questions about Corey Dallas

What company is Corey Dallas working for?

Corey Dallas works for Coldstream Wealth Management.

What is Corey Dallas's function at Coldstream Wealth Management?

Corey Dallas is Associate Portfolio Manager at Coldstream Wealth Management.

Where is Corey Dallas based?

Corey Dallas is based out of Greater Seattle Area.

What is Corey Dallas's work email address?

Corey Dallas's professional email address is c*****@coldst***.com

Who are Corey Dallas's co-workers?

Corey Dallas's colleagues are Diana Quist, Natalie Straub, Karen Karaica, Emily Richardson, Rachel McCracken, Detlef Schrempf, Joe Cervantes, Mark Pellegrino, Alison Hudders, Josh Harris, Duane Duim, Kevin Fitzwilson, Tara McDonald, Elaina Shemeta, Alissa Wright, Claudina Campbell, Sim Bajaj, Alexandra Lambert, Kelsey Lichttenegger, David Powers, Erika Yelle, Kyle McMahill, Ian Curtiss, Richard Merrifield, Davis Karaica, Daniels Voyteshonock, Sheila Powers, Colby Stirrat, Chris Chung, Tristan Mohn, Garrett Dean, Scott Szeman, Jennifer Harrison, Kristi Panza, EJ Brink.

Corey's co-workers

Diana Quist

General Office Coordinator

Natalie Straub

Chief Revenue Officer (CRO)

Karen Karaica

Construction Loan Coordinator for Ascent Capital, a subsidiary of Coldstream

Emily Richardson

Front Office Coordinator

Rachel McCracken

Team Lead and Wealth Manager

Detlef Schrempf

Director Of Business Development

Joe Cervantes

Wealth Manager-Team Lead

Mark Pellegrino

Team Lead & Relationship Manager

Alison Hudders

Director of Marketing

Josh Harris

Wealth Manager & Managing Director, Corporate Development

Duane Duim

Wealth Manager & Team Lead

Kevin Fitzwilson

Managing Shareholder & Team Lead / Relationship Manager

Tara McDonald

Director of Human Resources

Elaina Shemeta

Partner and Team Lead/Wealth Manager

Alissa Wright

Operations Lead

Claudina Campbell

Relationship Manager - Wealth Planner

Sim Bajaj

Senior Client Relations Associate

Alexandra Lambert

Client Team Operations Manager & Senior Private Client Service Associate

Kelsey Lichttenegger

Client Service Operations Manager

David Powers

Portfolio Manager

Erika Yelle

Chief Compliance Officer

Kyle McMahill

Client Service Associate

Ian Curtiss

Associate Wealth Manager & Wealth Planner

Richard Merrifield

Wealth Manager

Davis Karaica

Team Operations Manager and Senior Wealth Management Associate

Daniels Voyteshonock

Private Client Services

Sheila Powers

Compliance Officer

Colby Stirrat

Private Client Service Administrator

Chris Chung

Associate Portfolio Manager

Tristan Mohn

Private Client Service Administrator (Level I)

Senior Client Service Associate

Kristi Panza

Associate Wealth Manager

EJ Brink

Portfolio Manager and Relationship Manager

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