Insights
Location: Bellevue
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 [...]
March 20, 2024
Victor Burgos
As an Associate Portfolio Manager, Victor works with our Investment Strategy Group (ISG) to seek out integrated strategies that move beyond the status quo. He enjoys identifying emerging trends within the industry and in the global markets. Victor also enjoys learning about other viewpoints, which strengthens his ability to leverage new ideas and innovative approaches. [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
Loading...