Colleen Mccafferty
AeroLeads people directory · profile

Colleen Mccafferty Email & Phone Number

Portfolio Analyst at Traxler & Tong, Inc.
Location: San Francisco Bay Area, United States 7 work roles 1 school
1 work email found @traxlertong.com 2 phones found area 415 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email c****@traxlertong.com
Direct phone (415) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Portfolio Analyst
Location
San Francisco Bay Area, United States
Company size

Who is Colleen Mccafferty? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Colleen Mccafferty is listed as Portfolio Analyst at Traxler & Tong, Inc., a with 10 employees, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at traxlertong.com, phone signal with area code 415, and a matched LinkedIn profile for Colleen Mccafferty.

Colleen Mccafferty previously worked as Certified Nutritionist at Independent and Portfolio Manager at A.L. Romano Wine Company (Formerly Wine Appellations, Ltd.). Colleen Mccafferty holds B.A., International Affairs / Emphasis: Italy from University Of Colorado At Boulder.

Company email context

Email format at Traxler & Tong, Inc.

This section adds company-level context without repeating Colleen Mccafferty's masked contact details.

{first}@traxlertong.com
89% confidence

AeroLeads found 1 current-domain work email signal for Colleen Mccafferty. Compare company email patterns before reaching out.

Profile bio

About Colleen Mccafferty

Colleen Mccafferty is a Portfolio Analyst at Traxler & Tong, Inc.. She possess expertise in strategic planning, hospitality, project management, nonprofits, portfolio and brand management and 19 more skills. She is proficient in Italian.

Listed skills include Strategic Planning, Hospitality, Project Management, Nonprofits, and 20 others.

Current workplace

Colleen Mccafferty's current company

Company context helps verify the profile and gives searchers a useful next step.

Traxler & Tong, Inc.
Traxler & Tong, Inc.
Portfolio Analyst
San Anselmo, California
Website
Employees
10
AeroLeads page
7 roles · 21 years

Colleen Mccafferty work experience

A career timeline built from the work history available for this profile.

Role listed

Traxler & Tong, Inc.

Portfolio Analyst

San Francisco Bay Area

Manage diverse property portfolio which includes supportive housing, senior housing, historic/preservation, green building, family housing, and veteran housing Stay current on issues affecting affordable housing concerns across the country and their local communities Manage and oversee the client's (investor) portfolio of affordable housing developments from construction through the life of the financing agreement.Begin insurance process by collecting detailed information on project such as financing details, term sheets, environmental reports, and construction schedules for forecasting Serve as a liaison with the client's insurance teams, contractors, subcontractors, architects, environmental consultants, property managers, to obtain evidences of insuranceStrategically monitor lines of insurance and activity in internal system: request documents from brokers, perform comprehensive risk review for the client, and track/update insurance activityMaintain relationships with investors, investor relations, clients, sponsors, general partners, asset managers, brokers, underwriters, and legal teams Consult sponsors, general contractors, general partners, asset managers, and brokers on the client's requirements to minimize risk Work with asset management to obtain current information/ management/ financials of developmentCollaborate with management to cultivate new business opportunities /identification of competition Manage New Markets division of the client's portfolio Accountable for opening and closing New Markets deals for the clientMonitor real estate news and developments

Certified Nutritionist

Independent

San Francisco Bay Area

Provide independent consultation through diet and fitness analysis; monitor and evaluate trends/fads

Portfolio Manager

A.L. Romano Wine Company (Formerly Wine Appellations, Ltd.)

Mill Valley, California

Collaborate with President and VP of Sales on business model; provide copy and qualitative contentWork with importer's designers to improve merchandising and packaging before hitting U.S. marketDevelop, execute, and maintain an account plan focused on long-term growth and sustainability Provide value-added services through client consulting, education, and training Track and monitor client activity in internal systemMonitor, track, and analyze brands' channel mix, pricing, and performance within U.S. marketGenerate revenue via consultative sales approach; understand client's daily needs and operations Manage and handle sales and sales growth/organic evolution of product placement per accountNegotiate pricing terms with Italian importers; monitor marginsBuild relationships with wholesalers, distributors, importers, and key accountsManage due-diligence: label compliancy, registration, reporting, and expense budget Pitch product line, company values, marketing support, and sales support to key decision makers for distribution

Sep 2011 - 2014

Account Executive

Cts Wine Distributing

Boulder, Colorado

Sep 2009 - Oct 2010

Concierge

St. Julien Hotel

Boulder, Colorado

Provide superior hospitality to all clientele Develop and maintain good working relationships with high-net worth guests Advise guests on restaurant scene and all things unique to Boulder: healthy living and lifestyleAssist international clientele in arranging travel requirements and airline reservations Book and confirm all dining reservations and all other appointments/ special requests

Sep 2006 - 2009

Public Relations And Marketing Manager

Organic Vintners

Boulder, Colorado

Manage varied projects and company when Owner and President are traveling Supply creative content and written copy for quarterly newsletter and product brochure Draft press kit documents and distribute to key publicationsManage sample distribution to key contacts in the wine, food, and organic industriesMaintain media and key influencer contact information Responsible for guiding the development of core library of sales/PR/ marketing materials for each importers' winesDistribute press releases to sales representatives, distributors, and importers

2006 - 2009 ~3 yrs
1 education record

Colleen Mccafferty education

FAQ

Frequently asked questions about Colleen Mccafferty

Quick answers generated from the profile data available on this page.

What company does Colleen Mccafferty work for?

Colleen Mccafferty works for Traxler & Tong, Inc..

What is Colleen Mccafferty's role at Traxler & Tong, Inc.?

Colleen Mccafferty is listed as Portfolio Analyst at Traxler & Tong, Inc..

What is Colleen Mccafferty's email address?

AeroLeads has found 1 work email signal at @traxlertong.com for Colleen Mccafferty at Traxler & Tong, Inc..

What is Colleen Mccafferty's phone number?

AeroLeads has found 2 phone signal(s) with area code 415 for Colleen Mccafferty at Traxler & Tong, Inc..

Where is Colleen Mccafferty based?

Colleen Mccafferty is based in San Francisco Bay Area, United States while working with Traxler & Tong, Inc..

What companies has Colleen Mccafferty worked for?

Colleen Mccafferty has worked for Traxler & Tong, Inc., Independent, A.L. Romano Wine Company (Formerly Wine Appellations, Ltd.), Cts Wine Distributing, and St. Julien Hotel.

How can I contact Colleen Mccafferty?

You can use AeroLeads to view verified contact signals for Colleen Mccafferty at Traxler & Tong, Inc., including work email, phone, and LinkedIn data when available.

What schools did Colleen Mccafferty attend?

Colleen Mccafferty holds B.A., International Affairs / Emphasis: Italy from University Of Colorado At Boulder.

What skills is Colleen Mccafferty known for?

Colleen Mccafferty is listed with skills including Strategic Planning, Hospitality, Project Management, Nonprofits, Portfolio And Brand Management, Commercial Real Estate Consulting, Restaurants, and Market Research.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Colleen Mccafferty you were looking for.

View similar profiles