Title(s)
CPA | Small Business Tax Advisor
Company Name
Taxman & Associates
Business Email
Business Category
Title(s)
Wealth Manager
Company Name
Coldstream
Business Email
Business Category
Title(s)
Western Washington Business Development Manager
Company Name
CFO Selections.
Business Email
Title(s)
SVP, Commercial Relationship Manager, Middle Market Banking
Company Name
Columbia Bank
Business Email
Business Category
Title(s)
Wealth Managment Alalyst
Company Name
The Aistear Wealth Management Group. Morgan Stanley
Business Email
Business Category
Title(s)
CEO, Founder
Company Name
Martinka Consulting
Business Email
Title(s)
Manager
Company Name
CharlieM@bauerevans.com
Business Email
Business Category
Title(s)
VP, Commercial Banking Officer
Company Name
Heritage Bank
Business Email
Business Category
Title(s)
Director Client Services
Company Name
Freestone Capital Management
Business Email
Business Category
Title(s)
Principal
Company Name
4 Corners Financial Forensics
Business Email
Business Category
Credentials, Professional Designations
CPA, ABV, CFF










