Insights
Role: Client Services
November 23, 2021
Frances Lee
Coming from 5+ years of industry experience, Frances joined Coldstream in the summer of 2019 with a strong dedication to build profound relationships with clients. Playing the flute since the age of 7, Frances originally got accepted to University Washington’s School of Music as a flute performance major but switched paths along the way and [...]
November 23, 2021
Emily Richardson
(Pronouns: she/her/hers) As a Client Service Specialist, Emily creates and maintains streamlined client experiences. She works closely with new Client Service Associates and provides training on Coldstream’s client experience standards. Emily serves as an expert resource for our internal systems, processes and procedures, and interfacing with our external custodians. Our Client Service Associates serve as [...]
November 23, 2021
Davis Karaica
Davis joined Coldstream in 2017, starting out as a Private Client Services Administration with a passion for the financial industry. His keen attention to detail and dedication towards clients made for an undeniably great fit on the team. With a “can do” attitude and the initiative to go above and beyond, Davis has been an [...]
November 22, 2021
Alexandra Lambert
(Pronouns: she/her/hers) With over a decade of experience in the financial services industry, Alex brings a true love of service to Coldstream. Mainly focusing her time on clients, Alex also helps with the day-to-day operations of the Seattle office. Alex holds a Bachelor of Science in Mathematics from Washington State University and graduated with Honors. [...]
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