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Insights

Role: Affiliated Services

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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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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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October 25, 2022

Alanna Quinn-Jones

(Pronouns: she/her/hers) As a Client Service Associate with FIT Insurance, Alanna administers that high level of customer service current FIT clients rave about. She provides property and casualty insurance information to new clients and helps service current clients process their claims. Alanna is often entering policies, issuing evidence of insurance and auto ID cards, and [...]

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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 [...]

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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 [...]

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February 1, 2022

Thomas Ovendale Jr.

Tom works with Rainier Group clients and relationship managers to leverage advanced analytic tools and solutions to address complex business transition, estate reduction and key employee planning issues. In addition to case design and analysis, Tom is responsible for the development of Rainier’s sophisticated analytical and modeling tools. Tom has been with the Rainier Group [...]

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November 24, 2021

Sabrina Cross

Born and raised in Spokane, Washington and a proud WSU Cougar, Sabrina Cross has over 20 years of experience in the insurance industry and currently serves as the Chief Operating Officer at Fit Insurance. A compassionate perfectionist, Sabrina combines her analytical skills with her warm personality to become both a client guru and data powerhouse. [...]

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November 23, 2021

Peter Beeson

Peter arrived at the concept of Fit Insurance through his profound passion for cycling and fitness. Through Fit Insurance, he is now using his vast experience and knowledge to lead a team of professionals dedicated to matching insurance to client. Peter is among a select group to be named a Certified Advisor of Personal Insurance [...]

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November 23, 2021

Patrick Corcorran

Patrick has over a decade of experience providing M&A and financial advisory services to founder-owned and privately held middle market companies both in the U.S. and internationally. He has served as the lead advisor in strategic acquisitions, leveraged buyouts, capital raising, business valuations, strategic reviews, and distressed situations. He has worked in a variety of [...]

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