Colleen M. Tremblay
Financial Advisor at Morgan Stanley
- Role
- First Vice President Financial Advisor at Morgan Stanley
- Location
- Burlington, VT, US
- LinkedIn followers
- 500 followers
About Colleen M. Tremblay
Colleen M. Tremblay has been in the financial services industry since 1991 beginning her career with Lehman Brothers and Bear Stearns before moving into Institutional Equity Sales for UBS and Needham & Company. Her experience ranges from bringing private companies public, to marketing with all-cap multinational companies covering the largest money managers on the West Coast. Colleen worked in a variety of roles including Branch Manager and Relationship Manager. She strives to provide exceptional client service and seamless communication within the team. Colleen currently holds her Series 7, 63, 65 & Vermont Life & Health Insurance licenses. In 2011, after 20 years in San Francisco, Colleen and her family moved to Shelburne, VT. When away from the office, Colleen enjoys cooking, hiking and spending time with her family at Willoughby Lake.
Experience
First Vice President Financial Advisor
Dec 2015 — Present · Burlington, VT, US
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