Service Teams

Think of the BAM Service Teams 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. Service Teams help you through the opening of new accounts, transitioning accounts and providing ongoing client account maintenance. They also assist with questions about technology applications, billing and data integrity.

Brandi Sundblad

Brandi Sundblad

Client Service Manager

Melissa Stumbaugh

Melissa Stumbaugh

Client Relationship Lead

Shiloh Jones

Shiloh Jones

Service Operations Specialist

Letizia Zihlmann

Letizia Zihlmann

Advisor Product Support Specialist

Liz Winkle

Liz Winkle

Client Relationship Lead

Maria Tiggs

Maria Tiggs

Document Processing Associate

Jessica Quillen

Jessica Quillen

Service Operations Manager

Sandy Kim

Sandy Kim

Client Relationship Lead

Chris Hadeler

Chris Hadeler

Client Relationship Lead

Lauren Mazzuca

Lauren Mazzuca

Client Relationship Lead

Judy Combs

Judy Combs

Service Operations Specialist

Brock Johnson

Brock Johnson

Service Operations Specialist

Brittany Colvin

Brittany Colvin

Client Relationship Lead

Kelsey Nelson

Kelsey Nelson

Advisor Product Support Specialist

Stacie Depue

Stacie Depue

BAM Billing Specialist

Dan Westlund

Dan Westlund

Advisor Product Support Specialist

Mary Claire Hellman

Mary Claire Hellman

Client Relationship Lead

Courtney Garrett

Courtney Garrett

Service Operations Specialist

Lynette Mack

Lynette Mack

Service Operations Specialist

Emily Fuchs

Emily Fuchs

BAM Billing Support Specialist

Kelsey Bryan

Kelsey Bryan

Service Operations Specialist

Kenzie Moore

Kenzie Moore

BAM Support Specialist

Henry Arndt

Henry Arndt

BAM Billing Support Specialist

Olta Isufaj

Olta Isufaj

Document Processing Associate

Ben Gross

Ben Gross

Service Operations Specialist

See more of our team

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