Colleen Sweeney

Colleen Sweeney has extensive experience in the financial services sector, primarily with Fidelity Investments, where roles included Director of Trust Client Services, Senior Portfolio Services Analyst, and Account Manager, among others. Responsibilities included overseeing a team of Account Managers for customized investments within Defined Contribution and Defined Benefit clients, managing Stable Value Accounting Analysts, and ensuring regulatory compliance for retail and institutional products. Prior positions include Loan Coordinator at The Boston Company and Sr. Account Officer at Putnam Investments, with a foundational background in finance from Boston College and an MBA from Suffolk University.