Colleen Cleary Email & Phone Number
Financial Advisor @ Reed Financial Services, Inc.
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Colleen Cleary Location
- Cleveland, OH, US
Colleen Cleary Work
- Financial Advisor @ (November 2019 - Present)
- Director, Client Services @ (September 2016 - January 2019)
- Managing Director @ Paragon Advisors, Inc. (October 2007 - August 2016)
Colleen Cleary Education
- Siena College
BBA (Accounting)
1978-1982
Colleen Cleary Skills
- Microsoft Office
- Business Strategy
- Customer Service
- Portfolio Management
- Strategic Planning
- Leadership
- Integration
- Sales
- Account Management
- Project Management
- Management
- Public Speaking
- Program Management
Colleen Cleary Summary
- Colleen Cleary, based in Cleveland, OH, US, is currently a Financial Advisor at Reed Financial Services, Inc.. Colleen Cleary brings experience from previous roles at Cornerstone Family Office and Paragon Advisors, Inc.. Colleen Cleary holds a 1978 - 1982 BBA in Accounting @ Siena College. With a robust skill set that includes Microsoft Office, Business Strategy, Customer Service, Portfolio Management, Strategic Planning and more. Colleen Cleary has 1 emails and 2 mobile phone numbers on RocketReach.
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