Insights
Department: Accounting
September 7, 2023
Marcela Morris
As a Senior Accountant, Marcela manages monthly accounting for FIT Insurance, Inc. and the equity portion of the holding company, Coldstream Holdings, Inc. She prepares financial statements and reports for the board members and shareholders of Coldstream. She is a dedicated team player by standardizing work processes, providing efficient solutions to work-flow processes, and making [...]
May 12, 2023
Mitch Jackson
(Pronouns: He/Him) As a Senior Accountant & A/P Lead, Mitch handles the monthly accounting for Coldstream Capital Management Inc. and the holding company, Coldstream Holdings, Inc. He assists our tax preparer and auditors with all necessary filings and supervises our accounts payable and expense reporting. Starting out at Coldstream, Mitch managed the accounting for Rainier [...]
November 23, 2021
Lauren Te
A Certified Public Accountant with extensive global experience in accounting, payroll, financial management, and operations, Lauren has worked in public accounting and private industry in Singapore, Ireland, the Philippines and the U.S. With over 25 years of accounting and banking experience, Lauren is equally adept to working in both start-ups and in corporate environments. At [...]
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