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Sim Bajaj possesses extensive experience in client operations and wealth management within the financial services sector. Currently serving as Client Team Operations Manager at Coldstream Wealth Management since March 2021, Bajaj focuses on managing operational structures to support business objectives. Previously, in roles such as Senior Wealth Management Associate and Senior Client Service Associate at Private Ocean, Bajaj managed substantial assets and relationships. Early career roles include Director of Client Operations at MyICON and Financial Operations Manager at MD Synergy Solutions. Bajaj began with AXA Advisors as a Financial Consultant, overseeing various financial planning and customer service functions. Education includes a Bachelor of Arts in Business Administration from Loyola Marymount University.