Anthony (Tony) Colino
Senior PROJECT MANAGER
Anthony (Tony) Colino has more than 20 years of project management experience. He is PMP certified and has worked for some of the giants in financial services, including Charles Schwab, Visa, and Wells Fargo Bank.
Most recently, Tony successfully managed several high-profile projects at Schwab. This included overseeing the intricate migration of Money Managers, Advisors, Clients, and Managed Accounts from TD Ameritrade, launching a new Advisor product which included the creation of numerous training materials, FAQs, legal and compliance support material, and more, and leading a series of critical regulatory projects.
In an earlier role at Schwab, he managed the rewriting of more than a thousand client communications to align with newly established brand standards. Additionally, at Wells Fargo, he played a pivotal role in the wealth management business during the Wachovia acquisition, managing the onboarding planning processes which encompassed applications, agreements, authorizations, and fee schedules.
Tony earned his bachelor’s degree in business administration, from the Haas School of Business at the University of California, Berkeley.
Tony was born and currently lives in San Francisco and has spent his entire life in the Bay Area. He spends most of his free time tending to his garden in San Francisco and his wine country home.
Check out Tony’s Consultant Spotlight blog post.