Sim Bajaj

Sim Bajaj Email and Phone Number

Client Service and Team Operations Manager at Coldstream Wealth Management @ Coldstream Wealth Management
Sim Bajaj's Location
Greater Seattle Area, United States, United States
Sim Bajaj's Contact Details
About Sim Bajaj

Experienced Client Service Team Manager with experience servicing sophisticated clients with complex needs across wealth management, investment, and tax planning services. Supervisory experience across hiring, training, development and oversight. Ability to balance client service as well as operational requirements of the firm.

Sim Bajaj's Current Company Details
Coldstream Wealth Management

Coldstream Wealth Management

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Client Service and Team Operations Manager at Coldstream Wealth Management
Sim Bajaj Work Experience Details
  • Coldstream Wealth Management
    Client Service And Team Operations Manager
    Coldstream Wealth Management Jan 2023 - Present
    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.
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  • Coldstream Wealth Management
    Senior Wealth Management Associate
    Coldstream Wealth Management Mar 2021 - Jan 2023
    Bellevue, Wa, Us
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  • Private Ocean
    Senior Client Service Associate & Supervisor
    Private Ocean Oct 2018 - Mar 2021
    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.
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  • Myicon
    Director Of Client Operations
    Myicon Dec 2014 - Oct 2018
    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.
  • Md Synergy Solutions
    Financial Operations Manager
    Md Synergy Solutions Apr 2011 - Nov 2014
    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.
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  • Axa Advisors
    Financial Consultant
    Axa Advisors Mar 2007 - Mar 2011
    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.
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Sim Bajaj Skills

Financial Analysis Business Development Investments Start Ups Insurance Salesforce.com Budgets Consulting Social Media Strategic Planning New Business Development Marketing Portfolio Management Business Planning Crm Sales Leadership Operations Management Customer Service Strategy

Sim Bajaj Education Details

  • Loyola Marymount University
    Loyola Marymount University
    Business Administration

Frequently Asked Questions about Sim Bajaj

What company does Sim Bajaj work for?

Sim Bajaj works for Coldstream Wealth Management

What is Sim Bajaj's role at the current company?

Sim Bajaj's current role is Client Service and Team Operations Manager at Coldstream Wealth Management.

What is Sim Bajaj's email address?

Sim Bajaj's email address is si****@****llc.com

What is Sim Bajaj's direct phone number?

Sim Bajaj's direct phone number is +142556*****

What schools did Sim Bajaj attend?

Sim Bajaj attended Loyola Marymount University.

What skills is Sim Bajaj known for?

Sim Bajaj has skills like Financial Analysis, Business Development, Investments, Start Ups, Insurance, Salesforce.com, Budgets, Consulting, Social Media, Strategic Planning, New Business Development, Marketing.

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