Colleen Finney in

Colleen Finney

Energizer · DISC type I
Director, Marketing Compliance at Cohen & Steers
📍 New York, New York, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
12 Years
Current Role
Director, Marketing Compliance
Job Level
Mid-senior
Location
New York, New York, United States
Personality Overview

How Colleen shows up

Believer
Imaginative
Enthusiastic

They are not always early adopters but can be pursuaded by leveraging strong relationships. They are naturally enthusiastic, so take their promise with a pinch of salt. They are people oriented, friendly and like creating new connections.

Priorities

Topics Colleen cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

11-2024
Director, Marketing Compliance
Cohen & Steers
8-2019 - 9-2024
Vice President, Compliance
Oaktree Capital Management, L.P.
10-2017 - 8-2019
Regulatory Compliance Associate
PIMCO
5-2016 - 9-2017
Director, Marketing & Advertising Compliance
Morgan Stanley
2-2015 - 5-2016
Advertising Review Analyst
Transamerica Financial Advisors, Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2010 - 2013
Doctor of Law (JD)
University of Wisconsin Law School
2005 - 2009
Bachelor of Arts (B.A.)
University of California, Santa Cruz
Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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