As Senior Client Relationship Manager for RZ Wealth, Colleen McGeehan supports the day-to-day administration, processing and monitoring of RZ Wealth’s diverse portfolio of clients. Colleen oversees RZ Wealth’s information technology for Office 360, Docupace, Orion Advisor Services, Salesforce, the VEO and Thinkpipes platforms through TD Ameritrade, Morningstar and eMoney, a 2017 Wealth Management Industry Award multiple winner for Wealth Management Technology owned by the acclaimed Fidelity Investments Company of Boston. Colleen integrates these award winning industry tools to enhance the client experience streamlining the efficiencies and robust qualities to better support RZ Wealth’s financial advisors in the delivery of high quality and customized investment management, planning and customer service. Colleen brings more than 20 years of experience in IT and corporate management. Prior to joining RZ Wealth, Colleen worked with various automotive and technology companies overseeing their CRM and IT services to manage client files and maximize company efficiencies.
Colleen supports the RZ Wealth staff by ensuring quality of administration, processing, technology and software services in all areas of Wealth Management.