Colleen Westerheide, CFP ®
Director, Trust New Business & Client Experience | Chief Experience Officer at Edward Jones
📍 St Louis, Missouri, United States
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Experience
27 Years
Current Role
Director, Trust New Business & Client Experience | Chief Experience Officer
Job Level
Leadership
Location
St Louis, Missouri, United States
Personality Overview
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Priorities
Topics Colleen cares about
Strategic Priorities
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Career
Work history
1-2023
Director, Trust New Business & Client Experience | Chief Experience Officer
Edward Jones
9-2021 - 1-2023
Team Lead - Trust New Business & Client Experience
Edward Jones
3-2015 - 9-2020
Regional Portfolio Manager/SVP
Wells Fargo Private Wealth Management
3-2008 - 3-2015
Portfolio Analyst/Team Lead
Wells Fargo Wealth Management
7-2007 - 3-2008
Professional Consultant
Moneta Group
In the press
Media appearances
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Education
Master of Business Administration - MBA
University of Missouri - St. Louis
Bachelor of Science - BS
University of Missouri - St. Louis
Social presence
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