Colleen Barnes

Colleen Barnes

Client Care Associate at SignatureFD
Detroit , Michigan, United States
Colleen Barnes is a highly skilled professional with 5.4 years of work experience. She possesses expertise in Microsoft Excel, Word, PowerPoint, and Office, as well as time management, organization skills, and team leadership. Colleen has a strong background in event planning, public speaking, and customer service. She is a graduate of the University of Dayton and has a Bachelor of Science in Business Administration with a major in finance and management information systems. Colleen has worked as a Client Associate at Executive Wealth Management and GLP Financial Group, gaining valuable experience in the financial services industry. .Read More
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Current Workspace of Colleen Barnes

SignatureFD

present

At SignatureFD, we believe people want to use their wealth to do something worthwhile – for themselves, those they love, and their community. Through integrated wealth management services, we help clients create a financial design for life that enables them to protect, grow, give and live their wealth – ultimately transforming their net worth into NET WORTHWHILE™. Our highly capable, collaborative, caring and coordinated team of investment, financial planning and tax experts are committed to proactively helping clients take control of their financial lives and achieve their goals. SignatureFD has 80+ passionate professionals who manage over $4B+ and has had a client retention rate of 97% since opening its doors in 1997.* For more information and important disclosures, visit www.signaturefd.com.

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Professional Background of Colleen Barnes

- Assisted in various aspects of the research, contributing to the advancement of knowledge in the field.

- Provided exceptional support to clients, building strong relationships and trusting loyalty.

- Assisted in various academic tasks, contributing to the academic team collaboration and overall positive impact.

- Provided exceptional support and supervision, contributing to client satisfaction and business growth.

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Work Experience of Colleen Barnes

SignatureFDSignatureFD
Executive Wealth ManagementExecutive Wealth Management
GLP Financial GroupGLP Financial Group

Education Experience of Colleen Barnes

University of Dayton

University of Dayton

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