Our Team

Meet Our Team

Teams

  • Team Cervantes

Locations

  • Bellevue

Roles

  • Client Services

Danielle Uemura

Senior Client Service Associate

As a Senior Client Service Associate, Danielle aids clients with time sensitive tasks and processes client-directed requests. Danielle makes up part of the client service team and works closely with Wealth Management Associates and Wealth Managers on client relationships. Her primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are taken care of. Danielle is detail oriented, organized, and committed to enhancing our clients’ lives by providing worry free solutions to some of their daily stressors.

Danielle attended Western Washington University and graduated with a Bachelor of Business Administration in Management, with a minor in International Business. Prior to joining Coldstream, Danielle worked as a Branch Manager at Enterprise, leading a team, and overseeing daily operations. Danielle’s interest in investment management and aptitude for continuous learning has made her a perfect fit within our Coldstream team. She looks forward to working closely with the clients we serve.

ONE PIECE OF ADVICE

Learn something new every day. Never think you are too old to ask questions or know too much to learn something new.

HOBBIES

I love to run– I finished my first half marathon and am working my way up to a full marathon! I enjoy reading, going to concerts, and going back home to visit family in Kona, Hawaii.