Operations
Customer Experience
Project Management
Relationship Management
Victoria is a Client Service Associate at The Colony Group. She provides a broad range of client services and operational support for a team of wealth advisors. She is responsible for assisting clients and advisors with transactional account needs and enjoys creating a seamless experience for clients.
Prior to joining The Colony Group, Victoria was a financial planning associate at Northwestern Mutual, and previously as a social media manager for a marketing agency.
Victoria earned her Bachelor of Arts in History from the University of Colorado Boulder. She also holds Series 7 and Series 63 licenses.
Victoria enjoys running, hiking with her dog Luna, and spending time with friends and family.