joseph colleran

Joseph Colleran is a seasoned financial professional who currently serves as the President of Valley Financial Management, a position he has held since April 2022.3 With a career spanning several decades in the financial industry, Colleran has established himself as a leader in wealth management and investment services.

Professional Experience

Colleran's career trajectory includes significant roles in the financial sector:

• President at Valley Financial Management / Valley Bank: This is his current position, where he leads the wealth management division of Valley Bank.12
• Previous Role: Before joining Valley Financial Management, Colleran was the President of Leumi Investment Services, Inc (LISI).35
• Earlier Experience: He also held the position of Head of Trading at a financial institution from 2011 to 2013.5

Education

Joseph Colleran's educational background includes:

• Attended the University of Notre Dame - Mendoza College of Business2, which likely contributed to his strong foundation in finance and business management.

Leadership and Expertise

As the President of Valley Financial Management, Colleran is part of the leadership team that oversees the company's wealth management services.4 His role likely involves:

• Strategic decision-making for the wealth management division
• Overseeing investment strategies and financial planning services
• Leading a team of financial advisors and professionals

Industry Recognition

Colleran's position and long-standing career in the financial industry suggest that he is well-regarded in his field. His leadership at Valley Financial Management, a subsidiary of Valley Bank, indicates his expertise in wealth management and financial services.

Joseph Colleran's LinkedIn profile (username: joseph-colleran-5011128) provides a professional overview of his career and achievements in the financial sector.2