Client Service Manager (non-licensed)
Colleen, Client Services Associate (non-licensed), is responsible for coordinating Jim's calendar, processing client's requests, and supporting Christian and Jim in providing for all their clients' financial needs.
Colleen is a recent graduate of Stony Brook University where she completed her Bachelor of Arts degree in English Language and Literature. Prior to her entrance into the world of finance, she worked in the medical billing industry. Colleen lives in Budd Lake, and in her spare time she can be found playing a level 5 barbarian in her weekly tabletop gaming session.