C. J. McRae
Client Team Operations Manager @Coldstream
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WORK HISTORY
Client Team Operations Manager @Coldstream
Portland, OR, US
Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of high net-worth clients since 1996. We guide you through the complexity of wealth management so that you can have peace of mind while achieving the financial and lifestyle goals important to you. Coldstream Wealth Management is a wholly-owned subsidiary of Coldstream Holdings, Inc.
ABOUT C. J. MCRAE
Hi there! I\'m C.J, a Client Team Operations Manager with 10 years of experience in customer success and people management. Driven by cultivating and fostering strong connections with others, I find joy in building long-term relationships with clients and colleagues that are built on trust, accountability, and a shared commitment to success. My journey in customer success has equipped me with a deep understanding of client needs and a passion for delivering exceptional service. I love solving complex challenges and ensuring that each client\'s experience exceeds expectations.Beyond my dedication to clients, I take pride in being a mentor, coach, and leader for my peers. I have a keen interest in training and development opportunities, always ready to extend a helping hand to those with questions or curiosities. Witnessing others flourish in their careers brings me genuine joy.Outside of the workplace, my greatest happiness stems from quality time with friends, family, and my furry pal, Gabe. You can typically find me exploring all that Portland has to offer: food, live music, parks, and bike-riding. I also enjoy snowboarding, pickleball, electronic music production, running, and hiking.
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