Insights
Role: Client Services
February 1, 2022
Jennifer Harrison
As a Client Team Operations Manager, Jennifer oversees the client experience on Team Fitzwilson and works with the team to implement new processes and procedures. Jennifer works side-by-side with Wealth Managers and Portfolio Managers to implement aspects of your financial plan. She enjoys building personal relationships with the families we serve and understanding their short [...]
November 24, 2021
Tristan Mohn
(Pronouns: he/him/his) As a Client Service Manager on our Centralized Client Service team, Tristan creates and maintains streamlined client experiences. He serves as an expert resource for our internal systems, processes, and procedures, and interfacing with our external custodians. Our Client Service Managers serve as our clients’ advocates, dedicated to relieving their daily stressors. Tristan [...]
November 24, 2021
Sim Bajaj
(Pronouns: she/her) Sim’s experience in the registered investment advisor (RIA) industry began over 10 years ago and ranges across multiple departments. She enjoys servicing high net worth individuals and families with complex needs and providing simplified solutions. Sim aims to develop long-term relationships with clients and assist with their wealth management, financial planning, and tax [...]
November 23, 2021
Michelle Decaire
As a Client Team Operations Manager, Michelle oversees the client experience on Team Cervantes and works with the team to implement new processes and procedures. Michelle came to Coldstream with 12 years of experience in administration and client services work. She studied at the University of Washington (Go Dawgs!) where she earned a Bachelor of [...]
November 23, 2021
Kyle McMahill
After graduating from James Madison University with his bachelor’s in business administration, Kyle moved to Seattle, WA to begin his career in finance. Kyle fell in love with the PNW after visiting a few times and continues to enjoy exploring the area as a new resident with boundless curiosity. Kyle’s concentration in finance and passion [...]
November 23, 2021
Ken Hallack
(Pronouns: he/him/his) As a Client Team Operations Manager, Ken oversees Client Service Associate functions. Serving as a supervisor and mentor, he works closely with new Client Service Associates during their training process. Ken is also a liaison for our systems to ensure that our team is ready and able to satisfy the financial needs of [...]
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
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 [...]
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