Experience
In 2012, as the parent of a young child, Colleen wanted to ensure that she protected his future if something unforeseen happened and she could not care for him, so she began to learn more about insurance and investing. Colleen knew that she wanted to help others educate and empower themselves to make the best financial decisions for their families too. This deeply held belief led her to a career in financial services, where she could do just that.
As Director of Operations for Watertown Wealth Management, Colleen O'Shaughnessy oversees the business's daily operations, work done for clients, and the firm's strategic direction. She brings a decade of financial services experience and marketing and operational insight to the firm. Before joining the firm, Colleen worked in marketing in London, public health in South Australia, and was Director of Administration & Finance at SPP (UMass Amherst).
Colleen is passionate about getting to know her clients and hearing about their lives and what motivates them. She feels both fortunate and empowered to see that she can help clients and their families clarify, plan for, and achieve their financial goals.
Credentials
Colleen holds an honors degree in Applied Economics from Queen’s University in Kingston, Ontario, and completed her graduate degree in Public Administration at UMass Amherst. She holds FINRA Series 6 and 63 licensure.
Community Involvement
Colleen coordinates Kate's Team, which spreads awareness and raises funds for cancer research at Memorial Sloan Kettering Cancer Center through the Terry Fox Run - NYC. She volunteers in memory of her sister, who lost her life to melanoma at the age of twenty-two. To date, Kate’s Team has raised over $325,000. She and her family feel incredibly honored to be the steward of these donations and especially grateful to the participants and donors who help keep her sister's memory alive.
Personal
Colleen and her husband Matt have three boys together. Her desire to protect her children and see them succeed is the motivation behind her desire to help others do the same. Family means everything to Colleen, and she is lucky to work with like-minded people who share her drive and values.
As a third-generation fitness instructor, Colleen plans to stay active for her entire life. Having lived on three continents, travel is very important to her, and she hopes to instill the love of travel in her sons. She also loves reading, swimming, and spending time with her extended family on Sylvia Lake.