Role: Client Services

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 [...]

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(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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