Colleen Dean has 35 years of experience in the financial services industry. In 1986, she began her career by joining the J.P. Morgan Chase Commercial Banking Officer Development Program in Houston, Texas. In her most recent position as a Managing Director in the San Antonio office of the J.P. Morgan Private Bank, she advised a variety of clients, including corporate executives, entrepreneurs, retired professionals, and those in need of fiduciary and trust services. Colleen led strategic planning initiatives in banking, investments and lending in order to achieve legacy and sustainability goals. With a career in finance spent entirely with J.P. Morgan, Colleen’s background includes experience in credit analysis, commercial lending, Human Resources and loan review. She has been in the Private Bank since 1992, an area that suits her desire to work directly with clients on their most meaningful goals.
Colleen is focused on community issues, believes strongly in the power of supporting other professionals, particularly women, and has served in a variety of leadership positions over her career. Colleen is very well-connected in the community and often hosts diverse groups to advance professional relationships. Colleen is a Director and past Board Chair for the YMCA of Greater San Antonio. She is an Advisory Board member for the Texas State University’s McCoy College of Business as well as the United Way of San Antonio. She was recently elected to the Board of Texas Wall Street Women/San Antonio Chapter.
Colleen is a graduate of Texas State University, where she earned a B.S. in Fashion Merchandising with a minor in Business. She received an M.B.A. in Finance and Accounting from The University of Texas. Colleen is a CERTIFIED FINANCIAL PLANNER™ and holds series 7, 9, 10, 63 and 24 licenses.
Married with two grown children, Colleen and her husband, Jake, enjoy getting out and spending time with family and friends. For fun, she has stepped up activities involving her passion for painting and hiking.