Meet the Team
COLLEEN NAPIER
Senior Client Operations Manager
Colleen Napier is an experienced operations and client service leader with a proven track record of optimizing processes, leading high-performing teams, and supporting complex business transitions. She is recognized for her attention to detail, adaptability, and collaborative approach to solving challenges in fast-paced environments. Passionate about delivering exceptional experiences for both clients and advisors, Colleen is committed to building efficient workflows, fostering strong relationships, and ensuring seamless operational execution.
