Colleen Huff

Colleen M. Huff

Operations Manager at Copper Beech Financial Group LLC

1223 N. Church Street, Moorestown, New Jersey, United States
HQ Phone:
(856) 988-8300

General Information


Operations Manager  - American Portfolios Financial Services , Inc.

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Colleen Huff
Colleen Huff Colleen is responsible for managing the business operations & finances of the company working directly with Managing Director, John Parise. Colleen began working for a patent administrative company directly out of college and was responsible for the management of their multimillion dollar licensing operation which included database development, marketing procedures as well as financial accounting. She entered the financial services industry in 2004 as part of the management team at Lincoln Financial Advisors, where she supported the Managing Director and Top Advisors in the development of systems and processes working in areas of investments, financial planning, insurance, marketing & operations. Utilizing these skills, she joined John in 2008 as a Practice Manager. Today, along with overseeing the operations of the business, she is dedicated servicing the needs and relationships of our valued clients.

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