Colleen manages the New Client Onboarding process for the firm. She supports the Director of Client Service and Relationship Managers with a focus on the client experience. Additionally, Colleen offers operations support and takes on special projects as needed. Prior to joining Beaumont in 2019, Colleen spent over 15 years at CPA and financial services firms in both an operations and an administrative capacity.

cohearnvoccio@bfpartners.com
781.400.2805