Experience & Expertise

Colleen is an Administrative Associate at Greenspring Advisors with over five years of experience across tax accounting and insurance. She holds a Bachelor’s degree in Business Administration from Brooklyn College, CUNY.

Known for her resourcefulness, Colleen thrives on finding solutions that work and sharing them so others can succeed too. She manages daily office operations, vendor relationships, workflow optimization, and has developed standardized procedures that ensure the team receives consistent, high-quality results every time. She supports the daily operations of the NYC Office by coordinating a seamless visitor and client experience, planning team lunches and employee engagement events, managing outgoing client paperwork and gifts, and keeping advisors and cross-functional teams informed of client updates for prompt support.
Colleen is proficient in modern productivity and AI tools, including Microsoft Copilot, Excel, Grammarly, and Microsoft To Do. She is also joining Toastmasters to continue to develop her public speaking and presentation skills.

In her free time, Colleen enjoys traveling, swimming, listening to audiobooks while getting in her steps, and sewing colorful outfits. Some fun facts about Colleen is that she was born in Saint Lucia, has six siblings, and is a former lifeguard!

Favorite Thing About Working With Clients

“Knowing that something I did behind the scenes or in person when a client visits our office, receives a timely update from their advisor, or receives a thoughtful gift, helps the client feel our intention and commitment to putting them first.”

My Philosophy On Client Service

“Every client deserves the same excellent experience every time, which is why I build systems and processes to be resourceful, consistent, and deliver a quality experience.”