As a Client Service Associate, Alex 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, Alex is able to provide our clients with worry free solutions to some of their daily stressors.
Alex attended the University of Arizona and graduated with a Bachelor of Science in Business Administration – Business Management. Prior to joining Coldstream, Alex interned at software company Icertis as a Sales Forecasting Analyst. He looks forward to starting his financial career at Coldstream and working closely with the clients we serve.
THE MOST TREASURED THING I OWN
Pictures from trips with family and friends. Pictures remind me of all the fun times I’ve had with important people in my life and bring fun memories back to me.
ONE PIECE OF ADVICE
Take the time to get to know people and build strong relationships. You never know who you could run into in the future.
I’m a huge sports fan! You can find me rooting for the Mariners, Seahawks, Phoenix Suns, and soon the Kraken. I also enjoy exercising, spending time in the sun and by the water, being around family and friends, and traveling to new places.
Coldstream is an employee-owned wealth management firm. We believe that by having broad employee ownership, we can attract and retain the industry’s best talent – in turn furthering our mission of enhancing people’s lives.