Marina Cigledy
Sr. Client Service Associate @ Coldstream | Graduate degree in Management
- Role
- Sr Client Service Associate at Coldstream
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Marina Cigledy
I have 3 years of experience in wealth management, currently as a Senior Associate at…
Experience
Sr Client Service Associate
Jan 2025 — Present · WA, US
Serve as the primary point of contact for clients, providing proactive communication and timely issue resolution.• Coordinate cash flow management and process money movements in collaboration with portfolio managers.• Build and nurture strong client relationships by anticipating financial needs and offering thoughtful support.• Collaborate with CPAs to coordinate annual tax reporting and ensure accurate, timely completion of required documentation.• Support client meetings by scheduling, organizing, and preparing comprehensive materials in advance.
Education
Central Washington University
Bachelor of Science - BS, Business Administration, specialization in Finance, minor in Mathematics
2009 — 2013
Graduate School of Management St. Petersburg State University
Masters degree, Management
2014 — 2017
Central Washington University
Master's degree, Computer/Information Technology Administration and Management
2017 — 2018
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