Sim Bajaj Email & Phone Number
Senior Client Service and Team Operations Manager @ Coldstream Wealth Management
Sim Bajaj Location
Kirkland, WA, US
Sim Bajaj Work
- 2026 - now Senior Client Service and Team Operations Manager @ Coldstream Wealth Management
- 2023 - 2026 Client Service and Team Operations Manager @ Coldstream Wealth Management
- 2021 - 2023 Senior Wealth Management Associate @ Coldstream Wealth Management
- 2018 - 2021 Senior Client Service Associate and Supervisor @ Private Ocean
- 2014 - 2018 Director of Client Operations @ MyICON
- 2011 - 2014 Financial Operations Manager @ MD Synergy Solutions
- 2007 - 2011 Financial Consultant @ AXA Advisors, LLC
Sim Bajaj Education
- Loyola Marymount University
BA (Business Administration)
2000
Sim Bajaj Skills
- New Business Development
- Investments
- Insurance
- Financial Analysis
- Salesforce.com
- Business Development
- Start-ups
- Portfolio Management
- Sales
- Business Planning
Sim Bajaj Summary
Sim Bajaj, based in Kirkland, WA, US, is currently a Senior Client Service and Team Operations Manager at Coldstream Wealth Management. Sim Bajaj brings experience from previous roles at Coldstream Wealth Management, Private Ocean and MyICON. Sim Bajaj holds a BA in Business Administration @ Loyola Marymount University. With a robust skill set that includes New Business Development, Investments, Insurance, Financial Analysis, Salesforce.com and more. Sim Bajaj has 2 emails on RocketReach.
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