Coldstream Wealth Management
Lexi C. is an experienced operations and process improvement professional with a robust background in client experience and support across multiple industries. Currently serving as an Operations Associate at Coldstream Wealth Management since June 2022, Lexi previously held roles at Break From Reality Games, Brighton Jones, R1 RCM, Kelly Services, Turnstone Center, REI, and Grand Valley State University, where responsibilities included inventory management, process optimization, and client coordination. Lexi excels in developing efficient onboarding processes, improving client retention metrics, and managing operational tasks to enhance overall service delivery. A graduate of Grand Valley State University with a Bachelor of Science in Therapeutic Recreation, Lexi combines a strong educational foundation with practical experience in various client-facing roles.
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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.”