Colleen Finney in

Colleen Finney

Login to view DISC.
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.

Login to view overview
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

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Colleen cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topics
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.
Login to view
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)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Cohen & Steers Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Colleen. Free, 10 seconds.