Colleen Koehler Email & Phone Number

Chicago, IL

Rejoining the Envestnet Project Management Office to scale to our rapidly growing business. Responsible for the overall success of client implementations by defining and achieving project objectives through effectively managing schedule, scope, quality, risk and project resources. Provide thought leadership in continuing development of project management.

Chicago

Chicago

...time to jump back in...more details later.

Chicago, IL

• I was responsible for the Practice Management (PM) offering of Genworth Financial. The goal being to increase the utilization of the PM tools and resources (coaching, Mastery Program, strategic relationships) available.
• Execution of the “Mastery” Program (Practice Management Workshop): Content development, speaker coordination & training, logistics, marketing and promotion.
• Manage, promote and educate Sales Team / Advisors on the Strategic Vendor Partners: eMoney, Redtail, Advisor Impact, Wired Advisor, Financial Life Planning, etc.
• Development and promotion of the Premier Consultant Program, a tiered service package to recognize advisors with various levels of assets with GFWM
• Launched 1QA Business Coaching, and integrated content from Quantuvis Consulting
• Worked on the business valuation tool: “Value Maximization Index” & Succession Planning Offering

Chicago, IL

• Identify new business opportunities via phone prospecting, participating in corporate events, organizing seminars, and managing email campaigns; maintain and further develop existing relationships to meet production.
• Track production of current offices, monitor prospects in pipeline, and strategize on the implementation of the business plan for the territory..
• Consultant to the New Account Wizard redesign
• Participated in Strategic Coach to further develop planning and organizational skills
• Attended the first Women’s Leadership Workshop at Kellogg UniversityOrganized office participation in Chase Corporate Challenge in 2007

IL

• Administer all daily operations of a new State Farm, “Trainee Agent” office
• Insurance, Bank & Security product sales, claim handling, marketing, production tracking, interviewing, training of new associates
• Attend local Chamber of Commerce meetings to network
• Participate in Business Expositions / outings to generate office exposure
• Securities and Banking specialist

Chicago, IL

• Customer Service and Sales Support for the retail mutual fund operations
• Discuss mutual fund products, uncover sales opportunities, and build rapport with clients and financial advisors
• Intranet Consolidation Internship: Assist in the design & consolidation of the post-merger corporate intranet using Front Page software
• Training Team Mentor: Design & teach classes to new employees, Mentor new hires
• Marketing Team Liason: provide feedback on the marketing material, conduit between the investment representatives and the Marketing department

Bachelor Of Science (B.S.), Finance, General

Project Management & Strategy Certification, Project Management