Colleen is Daniel J. Galli & Associates’ Director of Client Relations, and has worked for the firm since 2009. She manages all of the details of the daily running of our office, and consistently provides a high level of attention and service to clients or others who reach out to the firm. Colleen’s role touches all corners of our staff’s and our clients’ daily lives, including scheduling, marketing, financial planning, investment management, connections with outside professionals, and more.
She is fully securities licensed and holds her FINRA Series 7, 63 and 65 registrations.
Colleen was born and raised in Kingston, Massachusetts where she lives today with her husband Ken and their three young adult children Jacob, Jillian and Brody. She spends her weekends on the ocean beach across the street from her home, making her colleagues jealous.