Colleen W. Dean
San Antonio,Texas
Summary
A seasoned leader in the financial sector, I've driven business growth and fortified client relationships at prestigious firms like J.P. Morgan Private Bank. Leveraging skills in professional mentoring and strategic management, I've consistently delivered revenue growth and cultivated high-performing teams, emphasizing integrity and accountability.
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
39
39
years of professional experience
1
1
Certification
Work History
Executive Officer
Feik Enterprises, LLC
01.2025 - Current
- Oversaw risk management strategies, mitigating potential threats to the organization''s stability and reputation.
- Established strong relationships with key stakeholders to enhance collaboration and drive business success.
- Led organizational restructuring efforts, optimizing resource allocation and improving overall productivity.
- Handled administrative management, personnel issues and supply requirements for unit.
- Fostered a culture of innovation, leading to the development of new products and services.
- Reviewed individual department performance and worked with leadership to improve processes, procedures, and practices.
Partner
Holland-Dean Family Office Services
05.2021 - 12.2024
- Provided outstanding service to all individuals, promoting effective, and lasting business relationships.
- Achieved successful client outcomes by identifying and addressing their unique needs and goals.
- Stayed informed on industry developments and market trends to gain competitive advantage.
- Networked with other professionals and organizations to expand contacts and opportunities.
- Monitored partner performance and provided feedback on areas of improvement.
- Prepared and presented reports on status of projects and initiatives.
Managing Director
J.P. Morgan Chase & Co,
01.1986 - 09.2020
- Oversaw operations and provided corrective feedback to achieve daily and long-term goals.
- Strengthened client relationships with regular communication, timely project delivery, and high-quality services.
- Increased overall company performance by implementing strategic management initiatives and streamlining operations.
- Developed comprehensive business plans, outlining long-term goals and actionable steps toward success.
- Optimized resource allocation for improved efficiency and profitability across all departments.
- Cultivated a strong organizational culture built on integrity accountability teamwork which resulted in higher retention rates among staff.
- Delivered consistent revenue growth by identifying new business opportunities and expanding service offerings.
- Managed risk effectively by instituting comprehensive mitigation strategies across the organization''s operations.
- Fostered an inclusive work environment by championing diversity initiatives and empowering employees at all levels.
Education
MBA - Finance - Accounting
The University of Texas At Austin
Bachelor of Science - Fashion Merchandising
Texas State University
San Marcos, TXSkills
- Client Relationship Management
Certification
Certified Financial Planner
Timeline
Executive Officer
Feik Enterprises, LLC
01.2025 - Current
Partner
Holland-Dean Family Office Services
05.2021 - 12.2024
Managing Director
J.P. Morgan Chase & Co,
01.1986 - 09.2020
MBA - Finance - Accounting
The University of Texas At Austin
Bachelor of Science - Fashion Merchandising
Texas State University
Similar Profiles
Tandy CollierTandy Collier
Small Business Owner at Collier and Collier Enterprises LLC , Collier and Collier LLCSmall Business Owner at Collier and Collier Enterprises LLC , Collier and Collier LLC
Susan SchalkSusan Schalk
Senior Credit & Collections Analyst at Mallinckrodt Enterprises, LLC Dba SpecGx LLCSenior Credit & Collections Analyst at Mallinckrodt Enterprises, LLC Dba SpecGx LLC
Thomas BerryhillThomas Berryhill
Counter Salesperson at Ferguson Enterprises LLCCounter Salesperson at Ferguson Enterprises LLC
TAVEA K SMITHTAVEA K SMITH
Dental Assistant/ Office Manager at Imagine DentalDental Assistant/ Office Manager at Imagine Dental
Hailey CervantesHailey Cervantes
Server/ Bartender at Mad Dogs British PubServer/ Bartender at Mad Dogs British Pub