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Insights

Location: Bellevue

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February 14, 2024

Sarah Jacobson

(Pronouns: she/her/hers) As an Office Administrator, Sarah manages all front desk operations. Aside from greeting clients and visitors in our Bellevue office, Sarah closely interacts with team members. She provides a tremendous amount of administrative support to our teams by processing new client and account paperwork, maintaining our database, and coordinating time sensitive tasks. Sarah [...]

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December 18, 2023

Geir Watland

Geir’s current role is with Ascent Capital, a private real estate lending fund, a wholly owned subsidiary of Coldstream Wealth Management based in Bellevue, WA. As Director of Investor Development, he raises capital from outside (non-Coldstream clients) investors. Geir is a seasoned financial services marketer with three decades of experience. He has worked in San [...]

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November 15, 2023

Lilia Haberman

As a recruiter, Lilia finds and attracts qualified candidates for open positions, matching top talent with the needs of our various teams to achieve successful hires at Coldstream. Lilia graduated from Gonzaga University with a bachelor’s in marketing. Prior to joining Coldstream, she worked as a technical sourcer at Google and as a technical recruiter [...]

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November 9, 2023

Michelle Bang

Michelle is a Construction Loan Administrator for Ascent Capital, a subsidiary of Coldstream Wealth Management. Michelle supports the administrative aspects and growth of the Ascent loan portfolio, including but not limited to processing, servicing, and reporting all loans. She maintains communications both internally with teammates and with all customers and vendors. Michelle graduated from the [...]

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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 [...]

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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 24, 2023

Dina Liening

As a Client Team Operations Manager, Dina oversees the client experience on Team Reynolds and works with the team to implement new processes and procedures. She also works with our clients to make sure their well-thought-out financial plans are memorialized and achievable. Dina creates meaningful relationships with our clients to ensure customized financial plans reflect [...]

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August 7, 2023

Jeff Huber

Jeff joined Coldstream and Ascent Capital in 2022 and has over 17 years of experience in the private lending industry. His seasoned background and problem-solving abilities allow him to bring an experienced approach to every loan request. Having been involved in all aspects of the business, Jeff is committed to delivering a seamless transaction at [...]

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June 15, 2023

Nicole Benson

(Pronouns: She/Her/Hers) As a Senior Human Resources (HR) Generalist, Nicole collaborates with our Director of Human Resources on various initiatives centered around team member engagement, training, and development. She is responsible for our handbook policies, coordinating onboarding of new team members, and administration of 401(k) and benefits plans. Nicole also handles performance management, team member [...]

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