Theresa Dinozzi

Portfolio Administrator And Client Services @ Colony

About Theresa Dinozzi

Theresa Dinozzi is a Portfolio Administrator and Client Services professional at The Colony Group in Boston, Massachusetts, where she has worked since 2013. She holds a Bachelor of Arts in Business Administration and Management from Manhattanville College, which she attended from 2003 to 2007.

Work at Colony

Theresa Dinozzi has been employed at The Colony Group since 2013. In her role as Portfolio Administrator and Client Services, she is responsible for managing client portfolios and providing support to clients. Her tenure at The Colony Group spans over 11 years, during which she has contributed to the firm's client service operations in Boston, Massachusetts.

Previous Experience at Prosper Advisors

Before joining The Colony Group, Theresa Dinozzi worked at Prosper Advisors from 2008 to 2013. In her position in Client Services, she focused on delivering support and assistance to clients. Her five years at Prosper Advisors provided her with valuable experience in client relations and service management in Armonk, New York.

Education and Expertise

Theresa Dinozzi earned her Bachelor of Arts degree in Business Administration and Management from Manhattanville College. She attended the college from 2003 to 2007, completing her studies in four years. This educational background has equipped her with the foundational knowledge and skills necessary for her current role in portfolio administration and client services.

Background

Theresa Dinozzi is based in Boston, Massachusetts, where she has built her career in client services and portfolio management. Her professional journey reflects a commitment to supporting clients in the financial services sector. Her experience spans over a decade, with significant roles in both The Colony Group and Prosper Advisors.

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