Jennifer Harrison
Private Client Services Administrator

jennifer.harrison@coldstream.com | 425.463.3035

As a Private Client Services Administrator, Jennifer works primarily with clients on their daily financial tasks. There are various moving pieces when it comes to comprehensive wealth management. Jennifer’s prior work experience, attention to detail, and wholistic approach aims to ensure our clients are protected across their finances. With a dedication to providing a remarkable client experience, Jennifer understands how hectic our clients’ lives can be and provides worry-free solutions to their daily stressors.

As a graduate from Portland State University, Jennifer earned a Bachelor of Science in Public Health Education. Jennifer joined Coldstream and our Private Client Services group after our combination with Rosenbaum Financial. Jennifer’s previous work experience at Rosenbaum Financial included titles of Accounting Manager and Group Insurance Specialist. She supported the business owners, individuals, and families we continue to serve – working to ensure their financial stability. Working on the insurance side of the business, Jennifer focused on individuals who suffered from an injury or other setbacks.

THE MOST TREASURED THING I OWN

A diamond necklace my grandmother gave me when I was 16 years old. The necklace originally belonged to my great-grandmother who I never had the pleasure of meeting.

ONE PIECE OF ADVICE

Listen. A lot can be learned from listening.

HOBBIES

I love running and always feel my best when I am in good cardio shape. I also love watching football with my husband during football season. My team is the Seahawks and his is the Cowboys which makes for some fun family household rivalries. Beyond that, I am a new mom and there is nothing that brings me more happiness than being with my son.

TEAM

Fitzwilson

LOCATION

Bellevue