Coldstream’s Post

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4,061 followers

1mo Edited

Happy 10-year work anniversary to Alexandra Lambert! 🎉 With over a decade of experience in the financial services industry, Alex brings a true love of service to Coldstream. We appreciate all you do for Coldstream, Alex! #Workaversary #10years #TeamMemberAppreciation

15 Comments

Tara McDonald

Director of Human Resources

1mo

Congratulations on your first 10 years with Coldstream, Alex! :)

3 Reactions

Jennifer Harrison, FPQP®

Client Team Operations Manager at Coldstream Wealth Management

1mo

Alex is the best!!!! Always working to make all of us better! :)

3 Reactions

Jay Winston CFP®

Associate Wealth Manager

1mo

Way to go Alex!

2 Reactions

Larissa Vidal, CFP®

Wealth Manager/Shareholder at Coldstream Wealth Management

1mo

Congratulations!

2 Reactions

Kim Rosenberg, CFP® Professional

Wealth Manager at Coldstream Wealth Management

1mo

Congratulations Alex! You are the consummate professional and you make all of us better! Thank you for giving 120% always!

2 Reactions

Matt Sonnen

Chief Operating Officer | Creator, The COO Society | Host, The COO Roundtable podcast

1mo

Congrats, Alex! Coldstream is so lucky to have you leading our client service operations!

1 Reaction

Brett Fitzwilson

Student at Central Washington University

1mo

Congratulations!!!

2 Reactions

Kevin Fitzwilson

Managing Shareholder at Coldstream

1mo

Congrats Alexandra Lambert! We are so fortunate to have you in a key leadership role at Coldstream.

2 Reactions

Jasmin Garcia

Senior Digital Marketing Specialist at Coldstream Wealth Management

1mo

Congrats on this huge milestone, Alex!!

2 Reactions

Benji Spector

Portfolio Administrator/ Sr. Client Client Service Associate at Coldstream Wealth Management. Graduate of the University of Oregon.

1mo

Congratulations! We’re so lucky to have you Alexandra Lambert

2 Reactions

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