Colleen Odonnell
Director of Client Relations at The R.O.W. Group | Nashville, Tennessee, United States
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Colleen O'Donnell currently serves as the Director of Client Relations at The R.O.W. Group, where she plays a pivotal role in the retirement plan division. With a focus on enhancing client experiences and ensuring seamless plan administration, Colleen collaborates closely with the president of the company to facilitate the opening of new retirement plans and manage all associated service requirements. Her expertise encompasses a wide range of critical functions, including participant enrollment, investment selections, loan and hardship distributions, and rollovers.
Since joining The R.O.W. Group in 2019, Colleen has significantly contributed to the firm's growth and client satisfaction by streamlining processes and implementing best practices in retirement planning. Her dedication to professional development is evident in her acquisition of the Tennessee Insurance License and the Certified Plan Fiduciary Advisor (CPFA) designation, which further enhances her ability to provide informed guidance to clients navigating the complexities of retirement planning.
Colleen's strong customer service skills, combined with her proficiency in Microsoft Office Suite, Excel, and PowerPoint, enable her to present complex information in an accessible manner. Her background in team building and technical skills, including HTML and Photoshop, allows her to effectively communicate with diverse stakeholders and create engaging presentations that resonate with clients. As a leader in client relations, Colleen O'Donnell is committed to fostering long-term relationships and ensuring that clients receive the highest level of service as they prepare for a secure financial future.
Director of Client Relations at The R.O.W. Group in February 2019 to Present
Executive Assistant at Professional Finanical Services in January 2011 to February 2019
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Microsoft Word
Customer Service
PowerPoint
Lacerte
Research
English
Windows
Teaching
Outlook
Photoshop
HTML
Budgets
C++
C
Microsoft Excel
Management
Leadership
Team Building
Microsoft Office
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Discover more about The R.O.W. GroupWhat is Colleen Odonnell email address?
Email Colleen Odonnell at [email protected] and [email protected]. This email is the most updated Colleen Odonnell email found in 2026.
What is Colleen Odonnell phone number?
Colleen Odonnell phone number is +16198503106 and +16155991999.
How to contact Colleen Odonnell?
To contact Colleen Odonnell send an email to [email protected] or [email protected]. If you want to call Colleen Odonnell try calling on +16198503106 and +16155991999.
What company does Colleen Odonnell work for?
Colleen Odonnell works for The R.O.W. Group
What is Colleen Odonnell's role at The R.O.W. Group?
Colleen Odonnell is Director of Client Relations
What industry does Colleen Odonnell work in?
Colleen Odonnell works in the Financial Services industry.
Colleen Odonnell Email Addresses
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