Insights
Role: Client Services
November 23, 2021
Karla Renne
As a Client Service Associate on the Centralized Client Services team, Karla creates and maintains streamlined client experiences. She works closely with new Client Service Associates on Wealth Management teams and provides training on Coldstream’s client experience standards. Karla serves as an expert resource for our internal systems, processes and procedures, and interfacing with our [...]
November 23, 2021
Jordan Lau
As a Senior Wealth Management Associate, Jordan focuses on ensuring your comprehensive financial picture is in focus. Jordan works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. Jordan’s passion for personalized client service and making a meaningful impact in our client’s lives is undeniable. Through his proactive nature, Jordan [...]
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 Senior 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 [...]
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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