Insights
Location: Bellevue
October 25, 2022
Alanna Quinn-Jones
(Pronouns: she/her/hers) As a Client Service Associate with Coldstream Risk Management, Alanna consistently delivers outstanding customer service. She provides property and casualty insurance information to new clients and helps service current clients to process their claims. Alanna is often entering policies, issuing evidence of insurance and auto ID cards, and collaborating with clients on billing. [...]
October 18, 2022
Mackenzie Fenner
(Pronouns: she/her) As a Marketing Coordinator, Mackenzie contributes to and creates content across a variety of channels that support Coldstream’s strategic goals to enhance brand awareness. She provides coordination for a variety of marketing content including traditional and digital marketing, email campaigns, social media, and affiliate marketing initiates. Mackenzie began her career at Coldstream as [...]
August 1, 2022
Ian Lung
As a Client Services Associate, Ian works directly with clients to accomplish time sensitive tasks and processes client-directed requests. Ian works closely with Wealth Management Associates and Wealth Managers on client relationships. His primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are taken care of. Ian is intentional, process [...]
August 1, 2022
Ethan Luxton
As a Client Service Associate, Ethan works closely with clients regarding time sensitive tasks and processing requests. Ethan makes up part of the client service team and collaborates with Wealth Management Associates and Wealth Managers on client relationships. His primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are taken [...]
July 13, 2022
Fan Zhang
Fan is a Senior Analyst with the Rainier Group, focused on researching and developing materials related to industry trends and macroeconomic dynamics impacting clients. By understanding economic and market trends, Fan provides critical analytical and due diligence support in merger and acquisition transitions. Fan also creates company valuations based on comparative and discounted cash flow [...]
July 12, 2022
Zach Hammond
Zach is an Analyst with the Rainier Group, focused on working with the business development and technical teams. Zach’s primary responsibilities include developing client content, analyzing technical elements of deals, researching and documenting market trends, and deal sourcing. Through a critical and analytical lens, Zach is able to provide due diligence support in merger and [...]
June 27, 2022
Jake Karavias
As a Client Service Associate, Jake aids clients with time sensitive tasks and processes client-directed requests. In working closely with Wealth Management Associates and Wealth Managers, he ensures the administrative aspects of a client’s comprehensive wealth plan are taken care of. Jake is committed to enhancing our clients’ lives by providing worry free solutions to [...]
June 1, 2022
Natalie Straub
(Pronouns: she/her/hers) Natalie Straub is Coldstream Wealth Management’s Chief Revenue Officer. In this role, Natalie dedicates her efforts to developing and implementing Coldstream’s ambitious strategic growth plans, as well as sharing the positive impact Coldstream has made in the lives of our clients. Additionally, she supports existing wealth management teams and new merger partners by [...]
May 31, 2022
Malinda Top
As a Centralized Client Service Manager, Malinda trains new Client Service Associates on Coldstream’s client experience standards. Malinda serves as their expert resource for our internal systems, processes, and procedures, and interfacing with our external custodians. Our Client Service Associates serve as our clients’ advocates, dedicated to relieving their daily stressors. Malinda understands the important [...]
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