As a Senior Client Service Associate, Laurie works closely with our Wealth Managers on client relationships to prepare for and onboard new clients and manage day-to-day client needs. She also oversees the administrative and operational functions for Team Seidman and the Kirkland, WA office. Laurie has over 20 years of experience in the financial services industry.
Prior to joining Coldstream, she was the Administrative Manager for Seidman Capital Group, Operations Manager for a mutual fund company, and a Contract Administrator for a group of private institutional funds.
Laurie attended Canada College in Redwood City, California and Monterey Peninsula College in Monterey, California.
MOST TREASURED THING I OWN
A ring that I had designed when I earned my first “big” bonus.
ONE PIECE OF ADVICE
Talk less, listen more.
Playing catch with my young grandsons. I also love cooking, painting (despite lacking talent), and wine tasting.