Melissa Franco
Client Team Operations Manager

melissa.franco@coldstream.com | 503.352.1300

As a Client Team Operations Manager, Melissa serves as the primary relationship manager for Team Rosenbaum’s clients and families. She works hard to ensure each client receives a customized financial plan centered around their unique goals. Melissa also focuses on providing mentoring and operations and project management support for the team. She is passionate about creating a work environment centered around personal development and helping each team member achieve their career-oriented goals.

Prior to joining Coldstream, Melissa was the Director of Operations and Client Excellence at Rosenbaum Financial. She also had served as an administrative assistant at a small investment company for educators, and as executive office manager at John Hancock Financial’s Portland office. Melissa also gained valuable experience and insight through owning her own business and working with real estate investment properties.

Through Melissa’s high-spirited energy, she seeks out ways to make an impact and be an active member in her community. She has served as a fundraising volunteer for Camp Rosenbaum Fund and The Pixie Project. She is also a Youth Development Specialist for Portland Oregon Weightlifting, where she has been a part of the coaching staff since 2015.

Melissa attended Portland State University and holds a Business Management Certification from the university’s Center for Executive and Professional Education.

HOBBIES

I’m passionate about the well-being of animals and children and adults with special needs. I frequently work out, including weightlifting, to stay fit and calm. A fun fact about me is that I live on my family’s farm, which is home to my children, 27 chickens, one rabbit, and numerous fruits and vegetables. I also enjoy reading presidential biographies.

TEAM

Rosenbaum

LOCATION

Portland