Wendy Holden

Client Service Associate at Coldstream Wealth Management

Wendy Holden is a seasoned professional in client service and administrative support, currently serving as a Client Service Associate at Coldstream Wealth Management since April 2017. Wendy excels in providing operational support and client communication, utilizing software such as Microsoft Office and Adobe. Prior to this role, Wendy worked as an Executive Assistant at The Rainier Group, where responsibilities included managing correspondence and arranging travel for executives. Wendy's earlier experience includes serving as a Receptionist/Administrative Assistant at Lowe Graham Jones, where coordination and client interaction were crucial, and as a Sales Associate at Nordstrom, demonstrating strong customer service skills. Wendy holds a Bachelor of Science in Interior Design from Brigham Young University.

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Bellevue, United States

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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.”