Celine Colgan is a dynamic leader and accomplished executive with a proven track record of driving revenue growth and market expansion, refining go-to-market strategies, and nurturing collaborative environments. With a strategic outlook and a keen grasp of market dynamics and client needs, Celine adeptly tackles complex challenges and seizes emerging prospects with agility and precision.
Celine is a seasoned financial executive with extensive experience in institutional client relationship management and business development. As Managing Director and Team Leader of US/Canada Institutional Business at BlackRock, she successfully managed over $200 billion in institutional client relationships, including public and corporate pension plans, foundations, and endowments. Despite the challenges of BlackRock’s acquisition of Barclays Global Investors, Celine delivered $9.5 million in new revenue and retained 100% of client accounts and direct reports. Her leadership was instrumental in forging strategic alliances, crafting comprehensive investment solutions, and strengthening client engagement post-integration. Prior to her role at BlackRock, Celine served as Senior Client Relationship Officer at Barclays Global Investors, where she led a team managing the company’s most strategic and complex institutional relationships, bringing in $50 million in new revenue and seeding multiple hedge funds. Her career highlights include maintaining client relationships through turbulent times and demonstrating exceptional leadership, mentoring, and business acumen.
In her role as an institutional business development executive, Celine has spearheaded various strategic initiatives, from crafting and executing robust sales strategies to fostering strategic partnerships and client relationships for sustainable expansion. Her hands-on leadership style emphasizes empowerment and mentorship, cultivating top-tier teams that consistently surpass targets and deliver tangible results.
Celine’s extensive career includes notable roles such as Head of North American Institutional Business at Matthews Asia, where she led the firm’s North American business development strategy and client services efforts, delivering Asia-focused investment solutions to institutional clients in the US and Canada. At The Presidio Group LLC, she served as Managing Director and Chief Business Officer of the Outsourced Investment Office, partnering with the CIO to offer fully customized OCIO services to mid-sized foundations and endowments.
Celine’s academic credentials include a BBA, summa cum laude, in International Business and Finance from the Institut Supérieur de Gestion, Paris. She also holds Series 7, 3, and 63 licenses from FINRA. During a recent career break, Celine pursued her passion for interior design and architecture, enhancing her strategic thinking and attention to detail, skills crucial for sales and client relations.
Celine is also deeply committed to community service. She has served as an Independent Director on the Board of Directors and a Finance and Strategic Committee Member at the Bay Area Discovery Museum, where she contributed her expertise in strategic planning, executive coaching, and fundraising. Her volunteer work extends to the SF-Marin Food Bank and the Lycée Français de San Francisco.
Fluent in English and French, with limited working proficiency in Spanish, Celine embodies a collaborative approach and growth mindset. She prioritizes strong internal and external relationships built on trust and nurtures a culture of open communication, innovation, and resilience. Her dedication to people-centric leadership drives transformative outcomes, making her a valuable asset to any organization aiming for unparalleled success.
Character:
Celine Colgan is known for her integrity and dedication, consistently demonstrating a deep commitment to client-centric solutions and ethical leadership. Her career reflects a balance of personal passion and professional excellence, fostering trust and respect among colleagues and clients.
Knowledge:
With extensive experience in institutional sales and client relationship management, Celine possesses deep expertise in financial markets, asset management, and strategic planning. Her background includes a solid foundation in international business and finance, complemented by practical knowledge gained through diverse roles in leading financial institutions.
Strategic:
Celine excels in crafting and executing growth strategies that align with organizational goals and market demands, utilizing her strategic vision to drive successful business outcomes. Her ability to integrate market insights with innovative solutions has consistently resulted in expanded client bases and enhanced organizational performance.
Communication:
Adept at presenting complex ideas with clarity and persuasion, Celine’s communication skills enable her to build strong client relationships and lead teams effectively. Her experience in executive coaching and fundraising highlights her capacity to engage stakeholders and drive collaborative success.
