Talk to sales Try for Free
Colleen Harvey, CFA

Colleen harvey, cfa

bookmark on deepenrich
location of Colleen Harvey, CFADenver Metropolitan Area
Phone number of Colleen Harvey, CFA+91 xxxx xxxxx
Followers of Colleen Harvey, CFA483 followers

  • Timeline

    Jan 2000 - Jan 2010

    Senior Investment Manager

    Fidelity Investments
    Greater Boston Area
    Jan 2012 - Jan 2014

    Financial Advisor

    Merrill Lynch
    May 2014 - Jul 2018

    Portfolio Manager and Financial Advisor

    Colorado Capital Management
    Current Company
    Aug 2018 - now

    Senior Vice President and Relationship Manager

    CIBC Private Wealth Management US

  • About me

    Senior Vice President and Relationship Manager at CIBC Private Wealth Management US

  • Education

    • Tufts university

      -
      M.a. history

    • University of notre dame

      -
      B.a. english, history

  • Experience

    • Fidelity investments

      Jan 2000 - Jan 2010

      Managed portfolios for high net worth clients.

      • Senior Investment Manager

        Jan 2004 - Jan 2010

      • Investment Communications Product Manager

        Jan 2000 - Jan 2004

    • Merrill lynch

      Jan 2012 - Jan 2014
      Financial advisor

    • Colorado capital management

      May 2014 - Jul 2018
      Portfolio manager and financial advisor

    • Cibc private wealth management us

      Aug 2018 - now
      Senior vice president and relationship manager

      As a relationship manager I work closely with clients to develop and implement holistic, customized investment and planning strategies.

  • Licenses & Certifications

    • Chartered financial analyst

      Cfa institute