About The Author

Colleen Sebastian

About Colleen Sebastian

Colleen has been with Boston Financial for 15 years, having held positions in client relations and operations. In her current position, she develops and executes marketing and communication strategies that accelerate business growth, build brand awareness, and strengthen employee engagement. Colleen holds a Masters of Business Administration from Northeastern University and is a graduate of the University of New Hampshire. A snow sport enthusiast, Colleen has been a volunteer for the Youth Enrichment Services’ (YES) winter program and still gets excited every winter for the first snowflakes of the season. Follow Colleen on Twitter @colleen_sebas.

Category: Compliance, Industry Trends

10 Illuminating Quotes from 2016

2016 has been an eventful year, to say the least! Money market reform, blockchain, digital transformation, the Fiduciary Rule— just a few of the topics that had an impact on our…

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Category: Associate Development and Engagement, Client Forum

5 Minutes with Tracy Shelby: An Interview with Boston Financial’s Chief Relationship Officer

The chief relationship officer of the industry’s largest third party, full-service transfer agent discusses customer relations and client engagement. Tell me about a presentation or event you’ve attended recently that…

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Category: Client Forum, Conferences and Events, Industry Trends

Building & Sustaining an Effective Talent Pipeline: Hear how Clients are Tackling this Challenge #BFCF16

We can all agree that the quality and availability of talent is crucial to an organization’s success. Without the right mix of people, a firm may miss an opportunity, be…

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Category: Client Forum, Conferences and Events

That’s a Wrap! Takeaways from #BFCF16

It was another memorable experience at the Client Forum. Thank you to all our attendees. You make the event what it is. Over the course of two days, we participated…

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Category: Industry Trends, Transfer Agency

12 Notable Quotes that will Inspire and Motivate You

The rapid evolution of technology, changing consumer behaviors and values, and the power of data continue to transform our industry. Likewise, transparency, cybersecurity, and oversight still dominate the regulatory landscape.…

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