Coldstream Wealth Management
Brady Hasenberg is a skilled professional with experience in client services and billing in the finance and mobility sectors. Currently serving as a Client Service Associate at Coldstream Wealth Management since June 2022, Brady is responsible for coordinating client onboarding processes, managing brokerage accounts, and facilitating communication between clients. Previously, at Pico Mobility, Brady held roles including Subscriber Billing Specialist, where responsibilities involved managing subscriber communications and repayment plans, and Sales Representative, focusing on client acquisition for a motor scooter rental program. Additional experience includes intern positions at Kayne Anderson Rudnick, contributing to marketing projects, and MOTOLEASE LLC, assisting with customer data management. Brady earned a Bachelor of Arts in Economics from Gonzaga University in 2020.
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Coldstream Wealth Management
Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of high net-worth clients since 1996. We guide you through the complexity of wealth management so that you can have peace of mind while achieving the financial and lifestyle goals important to you. Coldstream Wealth Management is a wholly-owned subsidiary of Coldstream Holdings, Inc.”