Colleen Rhodd

Director, Business Relationship Management

Colleen Rhodd serves as Director, Business Relationship Manager driving operational enhancements, project management functions and serving as a key point of contact for our distribution partners. She has 16 years of experience in investment advisory, banking and brokerage services at firms such as TD Ameritrade, Morgan Stanley and Iberia Financial. In her role as an Investment Advisor, she provided advice on portfolio management and advanced insurance planning that included life insurance and annuity solutions.

Her most recent role as the Director of Strategic Marketing focused on creating a professional client experience through staff development, advisor education, corporate strategy development and community initiatives.