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Sim Bajaj

Client Team Operations Manager at Coldstream Wealth Management

  • LinkedIn

Operations Professional and Associate Advisor servicing sophisticated clients with complex needs across wealth management, investment, and tax planning services. Management experience acr...

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COLDSTREAM WEALTH MANAGEMENT

COLDSTREAM WEALTH MANAGEMENT

  • description Description
    Coldstream is an employee-owned, independently-operated wealth management firm thats been earning the trust of high net-worth clients since 1996. We guide you through the complexity of wealth...

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  • Employees count Employees 51-200
  • Revenue Revenue 50 Million to 100 Million
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Coldstream Wealth Management Org Chart and Mapping

Employees

Fpqp® Alisoune Lee

Wealth Management Associate

Tara McDonald

Director of Human Resources

Kyle McMahill

Senior Client Service Associate

Howard Coleman

Chief Investment Officer /General Counsel

Nina Rose

Relationship Manager

Ej Brink

Portfolio Manager and Relationship Manager

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Answer: Coldstream Wealth Management's Client Team Operations Manager is Sim Bajaj

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  • Phone number  :  (***)-***-****
  • Email  :  s****@iconconsultingllc.com

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