Business Development
Coldstream Wealth Management
Bellevue, WA
04.2017 - 07.2024
- Converted consultative relationships to long term wealth management clients
- Developed new wealth management clients
- Built a deep pipeline of prospects for all of Coldstream's platform of services
- Boosted client engagement by developing and implementing targeted marketing strategies.
- Managed email marketing campaigns to nurture leads and maintain regular communication with prospects.
- Collaborated with cross-functional teams to create cohesive sales and marketing plans for product launches.