As a Client Service Associate, Cheryl works closely with advisors to ensure that our clients receive exceptional service. She also oversees the scheduling of quarterly and annual reviews for our retirement plan clients. Cheryl has more than 32 years of experience in the banking industry where she oversaw a portfolio of 500 high-net worth clients dealing with real estate purchases, investments, and general banking.
Prior to joining Coldstream, she provided Tax Data Support for Seidman Capital Group as a Registered Service Assistant.
Cheryl attended Seattle Pacific University in Seattle.
MOST TREASURED THING I OWN