CM

Colleen Mullin

Director, Client Success at Vestwell

Colleen Mullin has a diverse work experience spanning over several years. Colleen currently holds the position of Director of Client Success at Vestwell, starting in 2023. Prior to this, from 2022 to 2023, they worked as a Business Advisor at the same company. From 2005 onwards, they served as the Chief Domestic Officer at Mullin, Inc. At Financial Guide LLC, they worked as a Relationship Manager from 2014 to 2022. In 2009, they were a Financial Consultant at uFinancial Group. From 2007 to 2009, they held the role of 529 Product Manager at Planco, The Hartford. Colleen also worked at The Hartford from 2003 to 2007, with positions such as Wealth Planning Specialist and Internal Wholesaler. In 2002, they were the 401k Plan Operations Manager at Group Benefits Financial, responsible for operations and sales/marketing functions. Colleen'swork experience began in 2001, working as a Sales Assistant at Valley Forge Asset Management.

Colleen Mullin earned a Bachelor of Science degree in Business Management from PennWest California, where they attended from 1997 to 2000.

Links

Previous companies

The Hartford logo
uFinancial Group logo

Timeline

  • Director, Client Success

    August, 2023 - present

  • Business Advisor

    June, 2022

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