Client Service Team

Think of the BAM Client Service team as an extension of your own. Team members are committed to serving as a liaison between you and your custodian, working closely to help you address administrative issues and keep your back-office operations running smoothly. Client Services is here to walk firms through the opening of new accounts, account transitions and to provide ongoing client account maintenance.

Laura Cloud

Laura Cloud

Client Service Manager

Melissa Stumbaugh

Melissa Stumbaugh

Service Operations Specialist

Drew Brightfield

Drew Brightfield

Client Relationship Lead

Shiloh Jones

Shiloh Jones

Service Operations Specialist

Matt Clark, AAMS®

Matt Clark

Service Operations Specialist

Stephanie Hawley

Stephanie Hawley

Service Operations Specialist

Letizia Zihlmann

Letizia Zihlmann

Client Relationship Lead

Liz Winkle

Liz Winkle

Service Operations Specialist

Jordan Dyson

Jordan Dyson

Service Operations Specialist

Maria Tiggs

Maria Tiggs

Document Processing Associate

Brandi Sundblad

Brandi Sundblad

Client Relationship Lead

Jessica Quillen

Jessica Quillen

Client Relationship Lead

Katie Moore

Katie Moore

Document Processing Associate

Sandy Kim

Sandy Kim

Client Relationship Lead

Julia Hirsch

Julia Hirsch

Service Operations Specialist

Chris Hadeler

Chris Hadeler

Client Relationship Lead

Lauren Mazzuca

Lauren Mazzuca

Client Relationship Lead

Judy Combs

Judy Combs

Service Operations Specialist

Brittany Colvin

Brittany Colvin

Service Operations Specialist

Kelsey Nelson

Kelsey Nelson

Service Operations Specialist

See more of our team

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