Colleen R.

Colleen R. is an experienced professional in business relationship management and financial consulting, currently serving as the Director of Business Relationship Management at Ibexis Life & Annuity Insurance Company since February 2023. Colleen also contributes as a writer for Journey Beyond Aspen and has held various significant roles, including Director of Strategic Marketing at Lindberg & Ripple and Dedicated Bank Channel Investment Consultant at TD Ameritrade. Colleen's expertise encompasses operational enhancements, project management, prospecting, database management, financial planning, and client education, with a specialized focus on women and wealth. Prior experience includes positions at Provenance Wealth Advisors, Morgan Stanley Wealth Management, IBERIABANK, and New York Life Insurance Company, highlighting a successful track record in developing client relationships and expanding market territories.