Colleen is dedicated in providing a high level of administrative and operational service to our clients. She makes it her ongoing priority to build strong and trusting relationships with our clients. Her duties also include overseeing office workflow while monitoring daily cash flow. She can happily assist with account related questions.
She holds Series 7 and 66 licenses and has served in multiple roles since entering the financial securities industry in 1997.
Colleen holds a bachelor’s degree from John Carroll University. When not in the office, Colleen enjoys spending time with her daughter, Hannah.