Insights
Location: Bellevue
July 12, 2024
Tanya Jimenez
(Pronouns: she/her/hers) As an Administrative Assistant on the Coldstream Risk Management team, Tanya is responsible for coordinating with clients on essential documentation, maintaining a client database, and overseeing the management of clients’ travel policies. Her warm demeanor, ability to multi-task, and organizational skills make her a perfect fit for her role. She proactively resolves problems [...]
July 12, 2024
Rachel Lotzkar
As a Client Service Associate, Rachel works side-by-side with Wealth Management Associates and Wealth Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time-sensitive tasks, Rachel is able to provide our clients with worry-free solutions to some of their daily stressors. Rachel attended the University [...]
July 12, 2024
Jesse Martorano
As a Compliance Associate, Jesse focuses on upholding firm standards in ethics and regulatory compliance, in alignment with the firm’s business strategy and operations. Jesse’s ability to multi-task along with his organizational skills make him a perfect fit for his role and overall, at Coldstream. Jesse holds his Juris Doctorate from Michigan State University College [...]
June 7, 2024
Erin Rottler
As a Client Service Associate, Erin works side-by-side with Wealth Management Associates and Wealth Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Erin is able to provide our clients with worry-free solutions to some of their daily stressors. Erin attended Vancouver [...]
May 3, 2024
Elizabeth Anderson
(Pronouns: she/her/hers) As a WSG Analyst, Elizabeth works closely with the Chief Wealth Strategist to support the continued development of our Wealth Strategy Group (WSG) resources across the firm. She conducts research and collaborates with WSG sub-committee members to generate educational content that aids wealth management teams in making decisions regarding financial and estate planning [...]
April 9, 2024
Jake Jones
As a Client Service Associate, Jake works side-by-side with Wealth Management Associates and Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Jake is able to provide our clients with worry free solutions to some of their daily stressors. Jake attended Western [...]
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 [...]
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 [...]
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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