Colleen is responsible for the administration of trust and investment management relationships.
Prior to joining Chevy Chase Trust, Colleen worked in the trust departments of TD Bank and Berkshire Bank, handling the administration of personal trust, charitable, foundation, scholarship and special needs trusts, wealth and investment management accounts. Colleen has over 25 years of trust and client services and operations experience.
Colleen is a member of the Northern Virginia Estate Planning Council and currently serves as the Chair of the Governance Committee as well as a member of the Diversity, Equity & Inclusion Committee. She is also a member of the Estate Planning Council for Montgomery County and serves on the Program Committee for their organization.
Colleen is a Certified Trust and Financial Advisor.
