Insights
Location: Bellevue
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 [...]
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 [...]
May 12, 2023
Diana Quist
As a General Office Coordinator, Diana ensures the office is running smoothly and effectively. She assists with the onboarding of new employees, processes benefit enrollments, and reconciles invoices. Her warm demeanor, ability to multi-task, and organizational skills make her a perfect fit for her role and overall, at Coldstream. She proactively resolves problems and improves [...]
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 [...]
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 [...]
December 8, 2022
Danielle Uemura
As a Senior Client Service Associate, Danielle aids clients with time sensitive tasks and processes client-directed requests. Danielle makes up part of the client service team and works closely with Wealth Management Associates and Wealth Managers on client relationships. Her primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are [...]
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