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UPSTREAM Investment Partners LLC
About the Company
Financial Service
Round Rock, TX
Employees
22
Job Titles
13
Description
None available.
Popular Employees
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Kent Brenneman, AIF
Private Wealth Manager & Branch Director
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Sam Green
Private Wealth Manager
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Matthew R. Simon
Private Wealth Manager
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David Smith, CFP, CRPC
Private Wealth Manager
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CATHERINE ETIENNE
Director, Client Relations
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Lisa Poppell
Private Wealth Manager
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Aldo Waker
Vice President, Private Wealth Strategies
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Brad E. Thompson
Vice President of Investments
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Van Washington
Vice President
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Craig Freund
Founding Partner
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Company Summary
Address
1717 N I-35, Ste 150
Round Rock, TX 78664
Industry
Financial Service
Estimated Revenue
5M - 20M
Company Size
51-200 employees
Website
upstreamip.com
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