Focus Financial Partners Inc
Colleen assists the Legal Team with M&A transactions and regulatory and other legal matters. Her responsibilities include, but are not limited to, preparing mandatory filings, coordination of closing matters and assisting the Legal Team in drafting various legal documents for Focus and its partner firms.
Prior to joining Focus, Colleen worked for over five years in the customer service industry.
She holds a B.A. in International Language-Business from The University of Scranton. Colleen currently lives in Manhattan.
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Focus Financial Partners Inc
Focus Financial Partners Inc. is a wealth management firm that operates in the registered investment advisor industry. The Company is formed of partnerships between independent fiduciaries and entrepreneurs, and partner firms. The Company provides wealth management services that include financial planning, tax planning and preparation, estate planning, financial counseling, asset allocation, manager selection, security selection, and centralized asset management. The Company offers its services to high net worth individuals, families and business entities on a recurring fee-based model. Through the partner firms, the Company offers wealth management services across a diverse range of asset classes. It has over 50 partner firms. The Company also its partner firms with value-added services that include marketing and business development, operational and technology enhancements, legal and compliance support, talent management, and succession planning.