Coldstream Wealth Management
Sim Bajaj possesses extensive experience in client operations and wealth management within the financial services sector. Currently serving as Client Team Operations Manager at Coldstream Wealth Management since March 2021, Bajaj focuses on managing operational structures to support business objectives. Previously, in roles such as Senior Wealth Management Associate and Senior Client Service Associate at Private Ocean, Bajaj managed substantial assets and relationships. Early career roles include Director of Client Operations at MyICON and Financial Operations Manager at MD Synergy Solutions. Bajaj began with AXA Advisors as a Financial Consultant, overseeing various financial planning and customer service functions. Education includes a Bachelor of Arts in Business Administration from Loyola Marymount University.
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.”