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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

Chris Chung

Associate Portfolio Manager

Hilary Clark

Associate Relationship Manager & Team Operations Manager

Alex McBain

Client Services Associate

Jasmin Garcia

Senior Digital Marketing Specialist

Howard Coleman

Chief Investment Officer /General Counsel

Melissa Franco

Business Development Associate

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Answer: Sim Bajaj is the current Client Team Operations Manager at Coldstream Wealth Management.... Read More

Answer: Sim Bajaj works Coldstream Wealth Management located at 1 100th Ave Ne, Bellevue, Washington, 99611, United States

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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