As an Operations Associate, Jaime serves as a subject matter expert on our alternative investment reporting process. She sets up new clients and accounts, and fields questions regarding reporting and CRM systems, troubleshooting and resolving issues. Jaime recommends and implements best practices regarding systems and processes, working closely with our Client Service team and supporting our 7 wealth management teams, so that Coldstream may provide an amazing client experience.
Jaime is an experienced financial services representative with a demonstrated history of working in the banking and wealth management industries. She holds a bachelor’s degree in communication and media from the University of Memphis and a master’s degree in business administration and management from the University of Phoenix.
MOST TREASURED THING I OWN
Bible Given to Me by my Parents.
ONE PIECE OF ADVICE
Embrace the challenging moments in your journey where you face the most adversity, as they are the defining moments that shape and strengthen your character.
In my free time, I love cooking, blogging, reading, and painting!