Director, Wealth Management Marketing and Operations
Kolleen Schocke is Director of Wealth Management Marketing & Operations at SageView Advisory Group, based out of the firm’s Bloomfield Hills, MI office. She is responsible communications and marketing for SageView’s wealth management offices in Michigan, San Jose, CA; Fort Worth, TX; Denver, CO; and Northampton, MA.
Kolleen brings over 20 years of marketing and operations experience in the financial services industry to the organization. Kolleen earned a B.S. in journalism from Central Michigan University.
Prior to joining SageView, Kolleen was the Director of Marketing & Operations at Bloomfield Hills Financial, an independently owned wealth management firm, providing investment guidance and excellent client service to individuals, executives and business owners to pursue the preservation of their purchasing power throughout their lifetime.
She enjoys spending time with family, including her husband Greg and two wonderful children Patrick and Natalie, as well as reading, traveling, and volunteering with a variety of local organizations.