News » Coastal Bridge Advisors Welcomes Salesforce Administrator, Adding Innovation to Its Expanding Team

Coastal Bridge Advisors Welcomes Salesforce Administrator, Adding Innovation to Its Expanding Team

WESTPORT, CT – 28 November 2023 – Coastal Bridge Advisors – a bicoastal boutique independent Registered Investment Adviser with offices in Westport, Connecticut, and Los Angeles, California – is pleased to announce the newest addition to its growing team. Shea Perez has joined the firm as a Salesforce Administrator, bringing innovation to Coastal Bridge Advisors’ unwavering commitment to providing financial services to its clients.

Shea brings experience in Salesforce administration to her new role at Coastal Bridge Advisors. Her proficiency in Salesforce solutions aligns with the firm’s mission, ensuring clients have access to cutting-edge technology that enhances their financial experiences.

“We are thrilled to welcome Shea to our team,” said Coastal Bridge COO, Julie Streenz. “Shea’s extensive experience in Salesforce administration will further enhance our ability to provide seamless, efficient, and personalized services to our clients. Her experience coincides perfectly with our approach to ‘Uncomplicate‘ wealth management while ensuring our clients have a clear and straightforward path to achieving their financial goals.”

Shea is a Salesforce Certified Administrator, Salesforce Certified Platform App Builder and Salesforce Certified Associate, and is working to become a Marketing Cloud Administrator.

She also has a strong educational background in nursing and vocational studies, with a Vocational Nursing degree from Preferred College of Nursing in Van Nuys, CA. Her diverse educational experience adds a unique perspective to her role and underscores her dedication to excellence.

“I’m excited to join a team that genuinely cares about providing innovative solutions to their clients,” said Shea. “The ‘Uncomplicate It’ approach at Coastal Bridge Advisors deeply connects with my values, and I’m eager to contribute to our mission of delivering transparent, straightforward and customized financial solutions that meet our clients’ unique needs with efficiency.”

With the addition of Shea Perez to the team, Coastal Bridge Advisors reinforces its dedication to delivering innovation and personalized financial solutions to its individual, family, and entrepreneurial clients.

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About Coastal Bridge Advisors:
Coastal Bridge Advisors is an independent registered investment adviser founded in 2008 with the aim of providing better client service, personalized and sophisticated guidance, as well as coordinated advice delivery. Its goal is to “Uncomplicate It” for clients, which means explaining even the most complex concepts in a way that delivers the clarity clients deserve. The firm strives to help its clients to plan for retirement more clearly and more simply transfer wealth to future generations so they may more effortlessly enjoy the lifestyle they want today.

For information regarding the firm, including its disclosures, visit www.coastalbridgeadvisors.com. Contact: Deirdre Childs, Director of Marketing, at 203-683-1530 or dchilds@coastalbridgeadvisors.com.