Colleen Latchic is a seasoned financial services professional with extensive experience in client relationship management and advisory roles. Currently serving as a Senior Advisor at Sequoia Consulting Group since January 2021, Colleen focuses on providing comprehensive benefits, HR, retirement, and insurance services for people-first companies. Prior to this role, Colleen was with Vanguard for over 16 years, holding various positions including Advisor, Relationship Manager, and Senior Client Relationship Administrator, specializing in high net worth prospecting and advice services. Colleen holds a degree from Penn State University, earned between 1999 and 2004.
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