Kolleen Schocke

Director Of Wealth Management Marketing & Operations at SageView Advisory Group

Kolleen Schocke is currently the Director of Wealth Management Marketing & Operations at SageView Advisory Group, overseeing the implementation of marketing strategies for wealth advisors. Prior to this, Kolleen held roles in marketing and operations at Bloomfield Hills Financial, DP+, CU Solutions Group, Michigan Credit Union League, MEDHEALTH Systems, and Phoenix Group. Kolleen holds a BS in Journalism from Central Michigan University.

Links

Previous companies

DP+ logo
Michigan Credit Union League logo

Timeline

  • Director Of Wealth Management Marketing & Operations

    September, 2021 - present