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Insights

Role: Client Services

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August 2, 2024

Katie Hollway

As a Wealth Management Associate, Katie works with Wealth Managers to create a seamless and effortless client experience. Her goal is to make her clients’ lives easier by simplifying and streamlining their tasks so that they are able to have more time to focus on their passions. She came to Coldstream in 2024, bringing more [...]

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July 30, 2024

Will Cunningham

As a Client Service Associate, Will 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, Will is able to provide our clients with worry free solutions to some of their daily stressors. Will attended [...]

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July 30, 2024

Shelly Kapoor

As Client Team Operations Manager, Shelly oversees the operations department of Team Rae in Coldstream’s Portland office. She works across teams to create, manage, and execute project plans for internal operations initiatives and works closely with the Client Services team to continue optimizing our client experience. She is responsible for training the Operations Associates on [...]

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July 1, 2024

Julie Florence

As Senior Client Service Associate, Julie works with Wealth Managers to create a streamlined and effortless client experience. She is dedicated to delivering consistent, timely, and accurate service with personal care and attention. Julie joined Coldstream in 2024, bringing more than 20 years of investment industry experience with her. Most recently, she served for eight [...]

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July 1, 2024

Katie Devranos

As a Client Service Associate, Katie creates and maintains streamlined client experiences as part of our Centralized Client Services team. She serves as an expert resource for our internal systems, processes, and procedures, and interfacing with our external custodians. Our Centralized Client Services team serves as our clients’ advocates, dedicated to relieving their daily stressors. [...]

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July 1, 2024

Yvette Weisend

(Pronouns: she/her/hers) As a Wealth Management Associate, Yvette works with Wealth Managers to create a streamlined and effortless client experience. She is dedicated to building strong relationships by providing care, accuracy, timeliness, and personalized service to each interaction with clients. Yvette joined Coldstream in 2024 with industry experience spanning more than 25 years. Most recently, [...]

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June 7, 2024

Erin Rottler

As a Client Service Associate, Erin 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, Erin is able to provide our clients with worry-free solutions to some of their daily stressors. Erin attended Vancouver [...]

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April 9, 2024

Jake Jones

As a Client Service Associate, Jake 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, Jake is able to provide our clients with worry free solutions to some of their daily stressors. Jake attended Western [...]

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March 25, 2024

Sherrill Klaver

As a Senior Client Service Associate, Sherrill aids clients by providing worry free solutions to some of their daily stressors. She works closely with Wealth Management Associates and Wealth Managers to ensure the administrative aspects of a client’s comprehensive wealth plan are taken care of, processing client-directed requests and time sensitive tasks. Sherrill is detail [...]

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