firstname.lastname@example.org | 503.352.1300
Emily is the Front Office Coordinator for our Portland, Oregon office. She enjoys providing operational and insurance support to the team to ensure everything runs smoothly. Emily plays a large role in the client experience and loves interacting with clients. Whether it’s helping notarize paperwork, giving clients peace of mind that they have adequate protection in place, or simply offering a warm welcome when they visit, Emily delivers an amazing experience for the clients who come through our Portland office.
Prior to joining Coldstream, Emily worked as an Insurance Planning Associate at Rosenbaum Financial. Her previous work experience was in the real estate and hospitality industries, and she attended the College of Southern Idaho. She is licensed in insurance sales and is familiar with life, disability, and long-term care insurance.
My dog Max, and my cat Miles! They are my best friends and bring me endless amounts of joy in my life.
Although it’s something you hope to never need, insurance is an important part of your financial plan! It's a simple way of making sure your family members are protected in case the unexpected happens.”
While it’s warm out, I enjoy exploring Oregon and spending time outdoors hiking and paddle boarding with my dog. I also love to maintain my large houseplant collection and attend live shows!