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Insights

Department: Operations

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October 3, 2023

Monica Tran

As an Operations Associate, Monica serves as a subject matter expert on our alternative investment reporting process. She sets up new clients and accounts, and fields questions regarding reporting and CRM systems, troubleshooting and resolving issues. Monica recommends and implements best practices regarding systems and processes, working closely with our Client Service team and supporting [...]

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August 28, 2023

Alissa Wright

(Pronouns: she/her/hers) As a Salesforce Solutions Engineer, Alissa manages our Salesforce CRM (Client Relationship Management) and identifies ways to leverage and improve it to increase the efficiency and effectiveness of our wealth management teams and enhance the client experience they deliver. She partners with our client service team to develop a shared vision for the [...]

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August 9, 2023

Toni Mercer

As a Senior Operations Associate, Toni manages and serves as a subject matter expert on our alternative investment reporting process. She sets up new clients and accounts, and fields questions regarding reporting and CRM systems, troubleshooting and resolving issues. Toni recommends and implements best practices regarding systems and processes, working closely with our Client Service [...]

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August 7, 2023

Jaime Johnson

(Pronouns: she/her/hers) As an Operations Associate, Jaime serves as a subject matter expert on our alternative investment reporting process. She sets up new clients and accounts, and fields questions regarding reporting and CRM systems, troubleshooting and resolving issues. Jaime recommends and implements best practices regarding systems and processes, working closely with our Client Service team [...]

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May 1, 2023

Matt Sonnen

Matt Sonnen has over 25 years of experience in the financial services industry. As Chief Operating Officer, Matt manages all aspects of Coldstream’s operational platforms to identify opportunities to scale and systematize processes ensuring capacity for the firm’s continued growth. In addition, Matt will also oversee the firm’s Information Technology, Performance Reporting, Client Service, and [...]

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February 28, 2023

Garrett Dean

Pronouns: he/him As Operations Manager, Garrett oversees our operations department. He works across teams to create, manage, and execute project plans for our internal operations initiatives. Garret also works closely with our Client Service team to continue optimizing our client experience. He diligently trains the Operations Associates on his team to ensure they can maintain [...]

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