Insights
Role: Client Services
April 30, 2025
Parker Bizjack
(Pronouns: he/him/his) As a Client Service Associate, Parker 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, Parker is able to provide our clients with worry-free solutions to some of their daily stressors. Parker attended [...]
April 1, 2025
Ann Loomis
(Pronouns: she/her/hers) As a Client Service Associate, Ann works side-by-side with Wealth Management Associates and Wealth Managers to process client requests. Our clients’ lives can be hectic and stressful, and with her background in improving customer service and operations teams, Ann understands the importance of being client-focused and takes pride in providing worry-free solutions to [...]
March 21, 2025
Jack Gardner
As a Client Service Associate, Jack 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, Jack is able to provide our clients with worry-free solutions to some of their daily stressors. Jack earned his bachelor’s [...]
February 5, 2025
Dominic Hori
As a Portfolio Administrator, Dominic works closely with Portfolio Managers to develop and process portfolio trades. Dominic is part of our dedicated, in-house Investment Strategy Group (ISG) which is responsible for setting firm-wide investment standards. Dominic brings an analytical bent and relentless curiosity to Coldstream. His focus on data driven results and analytical mindset is [...]
January 23, 2025
Marina Cigledy
As a Senior Client Service Associate, Marina works with Wealth Management Associates and Wealth Managers to create a streamlined and effortless client experience. Marina’s primary focus is to execute client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time-sensitive tasks, Marina is able to provide our clients with [...]
January 17, 2025
Samra Meyer
As a Senior Client Service Associate of Coldstream Wealth Management, Samra works with Wealth Management Associates and Wealth Managers to create a streamlined and effortless client experience. Samra’s primary focus is to execute client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Samra is able [...]
December 24, 2024
Pierson Zahn
(Pronouns: he/him/his) As a Wealth Management Associate, Pierson focuses on ensuring your comprehensive financial picture is in focus. Pierson works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. His passion for personalized client service and making a meaningful impact in our client’s lives is undeniable. Through his proactive nature, [...]
December 24, 2024
Alannah Clark
(Pronouns: she/her/hers) As a Senior Wealth Management Associate, Alannah focuses on ensuring your comprehensive financial picture is in focus. Alannah works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. Her passion for personalized client service and making a meaningful impact on our client’s lives is undeniable. Through her proactive [...]
December 24, 2024
Carolyn Grabiel
(Pronouns: she/her/hers) As a Client Service Associate, Carolyn 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, Carolyn is able to provide our clients with worry-free solutions to some of their daily stressors. Carolyn [...]
Loading...