Senior Client Associate
Colleen is a cum laude graduate of Louisiana Tech University with a Bachelors of Arts in Business Administration specializing in Finance. Working her way through college as a bank teller, she transitioned into the Advisory and Brokerage Services Industry in 1993. Colleen earned her Series 7 license in 1998. She has grown proficient at prioritizing specific client concerns while managing any multitude of service issues. Colleen is an extremely well organized, detail oriented individual who builds and nurtures long term relationships.
Education
Senior Client Associate
Colleen is a cum laude graduate of Louisiana Tech University with a Bachelors of Arts in Business Administration specializing in Finance. Working her way through college as a bank teller, she transitioned into the Advisory and Brokerage Services Industry in 1993. Colleen earned her Series 7 license in 1998. She has grown proficient at prioritizing specific client concerns while managing any multitude of service issues. Colleen is an extremely well organized, detail oriented individual who builds and nurtures long term relationships.
Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Senior Client Associate
Colleen is a cum laude graduate of Louisiana Tech University with a Bachelors of Arts in Business Administration specializing in Finance. Working her way through college as a bank teller, she transitioned into the Advisory and Brokerage Services Industry in 1993. Colleen earned her Series 7 license in 1998. She has grown proficient at prioritizing specific client concerns while managing any multitude of service issues. Colleen is an extremely well organized, detail oriented individual who builds and nurtures long term relationships.
Education
Senior Client Associate
Colleen is a cum laude graduate of Louisiana Tech University with a Bachelors of Arts in Business Administration specializing in Finance. Working her way through college as a bank teller, she transitioned into the Advisory and Brokerage Services Industry in 1993. Colleen earned her Series 7 license in 1998. She has grown proficient at prioritizing specific client concerns while managing any multitude of service issues. Colleen is an extremely well organized, detail oriented individual who builds and nurtures long term relationships.
Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Email Me
