Insights
Role: Client Services
June 3, 2025
Caitlin Lee
(Pronouns: she/her/hers) As a Senior Client Service Associate, Caitlin aids clients with time sensitive tasks and processes client-directed requests. Caitlin 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 [...]
June 3, 2025
Damek Fitz-Coy
(Pronouns: he/him/his) As a Client Service Associate, Damek 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, Damek can provide our clients with worry-free solutions to some of their daily stressors. Damek began his financial [...]
June 3, 2025
Joe Telafici
As a Salesforce Solutions Engineer, Joe manages our Salesforce Client Relationship Management system and ensures it effectively supports the evolving needs of our wealth management teams. He collaborates with client service leaders to develop a shared vision for the platform, aligning long-term strategy with day-to-day functionality. Joe is known for translating user feedback—pain points, wish [...]
June 3, 2025
Karmela Babakhani
As a Senior Client Team Operations Manager, Karmela oversees the client experience and works with the team to implement new processes and procedures. Dedicated to providing a remarkable client experience, Karmela understands how hectic our clients’ lives can be and provides worry-free solutions to their stressors. With 28 years of experience in the financial industry, [...]
June 3, 2025
Nick Rodwick
(Pronouns: he/him/his) As a Senior Client Service Associate, Nick 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, Nick is able to provide our clients with worry-free solutions to some of their daily stressors. [...]
June 3, 2025
Jesse Sigrist
As a Senior Wealth Management Associate, Jesse aids clients with high-priority tasks and processes client-directed requests. Jesse makes up part of the client service team and collaborates with Wealth Managers on client relationships. His primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are put into motion. Jesse is detail-oriented, [...]
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 [...]
March 21, 2025
Jack Gardner
As a Senior 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 [...]
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 [...]
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