Sim Bajaj Email & Phone Number

Bellevue, Wa, Us

Coldstream Wealth Management is a registered investment advisor managing over $10B AUM, providing sophisticated financial planning and investment management services to HNW and UHNW clients.Lead the client service and operations efforts for an Advisory team managing $1B. Support 3 Advisors across 300 relationships. Primary client-facing point of contact for all client service needs. Manage operational structures and processes that support the business objectives of the team and firm. Responsible for leadership, coaching, and performance management for 5 client service direct reports. Direct practice support for multiple advisors.

Bellevue, Wa, Us

San Rafael, Ca, Us

Private Ocean is a registered investment advisor managing over $2.2B AUM across 1400 households providing financial planning and investment management services to individuals, families and businesses.Supported 11 Advisors in both CA and WA offices across 400 relationships while maintaining supervisory duties as a Senior CSA over 2 client service staff.

MyICON is a $200M AUM registered investment advisor providing consulting and financial planning services to individuals, families and businesses. Director of Client Operations | May 2016 – October 2018Lead Client Operations Manager | December 2014 – May 2016Supported the CEO and 4 Advisors across 400 relationships. Led the firm’s overall client service and operations efforts.

Calabasas, California, Us

MD Synergy Solutions provides integrated cloud based technology solutions to medical offices to support electronic medical records, practice management systems and patient portals. Supervised cloud service contracts using Salesforce and DocuSign. Directed assets of over $2M per year. Established a system to streamline the accounts receivables and improved deliverables in the billing process. Facilitated improvements in new account documentation through an analysis of terms and pricing structures.

New York, Ny, Us

AXA Advisors is an integrated global insurance, investment management, and financial services company. Oversaw financial planning, business development, customer service, and sales of financial products. Personally generated over $10M in sales of annuities, mutual funds, health plans and life insurance. Initiated financial plans generating 50 new clients in Southern and Central California.