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Coldstream Wealth Management
Sim Bajaj

SB

Sim Bajaj

Client Team Operations Manager at Coldstream Wealth Management

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Manager

Roger Reynolds

President of the Board of Directors, Co-Founder

Peers

Ian Curtiss

Wealth Manager

Aams® James L. Moore Cmfc®

Wealth Manager/shareholder

James Walsh

Portfolio Manager

Reports

Sherrill Klaver

Senior Client Service Associate

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Timeline

Client Team Operations Manager
January, 2023 - present
Senior Wealth Management Associate
March, 2021

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