Colette assists with Client Services, and acts as the firm’s Portfolio Accountant. She has her Bachelor of Science in Business Management from the University of Phoenix. She also holds a Certificate of Data Analyst Level 2, a Certificate of Analytical Skills, and an Associate of Arts in Accounting. As a Finance Analyst, she has over 15 years of experience driving financial performance, operational efficiency, and strategic alignment across diverse industries. Colette is an experienced leader having managed a complex scope of projects with cross-team efforts to ensure compliance with corporate, vendor, and government contracts. She is a skilled communicator with vast success bridging the gap between IT, executives, and shareholders to achieve strategic objectives. Colette is adept at identifying and resolving technical challengers with variable solutions, leveraging strong working knowledge of concepts, principles, and technical skills to address diverse responsibilities. This experience makes her a valuable member of the ensemble team as she maintains accurate client portfolio data for the firm’s billing and client quarterly reporting processes. She is also utilized in a myriad of formats in support of the planning and advisory team.