Client Services @ SFI, Inc. (November 2006 - January 2009)
Relationship Manager, Assistant Vice President @ (July 2002 - February 2006)
Relationship Manager @ BNY Clearing Services (acquired Clearing Division of Schroders) (January 2001 - July 2002)
Client Services @ (November 1996 - January 2001)
Colleen Healey Education
Marist University
Business: Marketing (B)
1992-1996
Red Bank Catholic 1988-1992
Colleen Healey Skills
Account Reconciliation
Accounting
Analysis
Bookkeeping
Business Development
Business Relationship Management
CRM
Client Development
Client Services
Customer Relationship Management (CRM)
Customer Service
Entrepreneurship
Finance
Financial Analysis
Financial Planning
Financial Reporting
Helping Clients Succeed
Insurance
Leadership
Management
Microsoft Excel
Microsoft Office
Payroll
QuickBooks
Small Business
Strategic Financial Planning
Strategic Planning
Customer Relationship Management Crm
Tax
Corporate Tax
Customer Relationship Management
Colleen Healey Summary
Colleen Healey, based in Red Bank, NJ, US, is currently a Owner at Katella Consulting, LLC.. Colleen Healey brings experience from previous roles at SFI, Inc., Jefferies & Company, BNY Clearing Services (acquired Clearing Division of Schroders) and Schroders. Colleen Healey holds a 1992 - 1996 Business: Marketing in B @ Marist University. With a robust skill set that includes Account Reconciliation, Accounting, Analysis, Bookkeeping, Business Development and more. Colleen Healey has 2 emails and 2 mobile phone numbers on RocketReach.
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