Our Team

Meet Our Team


  • Operations


  • Seattle

Monica Tran, FPQP™

Operations Associate

As an Operations Associate, Monica 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. Monica recommends and implements best practices regarding systems and processes, working closely with our Client Service team and supporting our 8 wealth management teams, so that Coldstream may provide an amazing client experience.

Monica has been growing her career in Wealth Management for over 5 years. After graduating from the University of Washington with a bachelor’s in Communication and Media studies, Monica worked as a Portfolio Administrator at Pacific Portfolio Consulting.

Financial Paraplanner Qualified Professional™ and FPQP™ are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.