As a Client Services Associate, Brady aids clients with time sensitive tasks and processes client-directed requests. Brady makes up part of the client service team and works closely with Wealth Management Associates and Wealth Managers on client relationships. His primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are taken care of. Brady is detail oriented, organized, and committed to enhancing our clients’ lives by providing worry free solutions to some of their daily stressors.
Brady attended Gonzaga University and earned his Bachelor of Arts in Economics with a Minor in Analytical Finance. Prior to joining Coldstream, Brady worked at a startup electric scooter rental company. He started in their sales department and was promoted to a Billing Specialist. Brady looks forward to building his skillset and working directly with the families we serve.
MOST TREASURED THING I OWN
My Apple AirPods. I love listening to music when I’m on the go, and my AirPods allow to me enjoy music whether I’m working out or just going for a walk in the neighborhood. They have become one of my essential on-hand items.
ONE PIECE OF ADVICE
Having great organizational skills will positively affect every facet of your life. For me, my organizational skills help manage any stress or anxiety that can from a chaotic schedule. The simple act of organizing my calendars has allowed me to mitigate feelings for becoming overwhelmed.
My hobbies are very active based. I enjoy lifting weights, going for runs, and playing pick-up basketball.