Manager of Operations and Client Services
Collette Burnett has worked in the financial services industry since 1987, joining Carolyn Lloyd-
Cohen LLC/Preferred Pensions LLC in 1995. Her current position in the company is Manager of
Operations and Client Services, responsible for new business preparation and underwriting,
individual client investment account management, compliance and general office management.
For the past three years, Collette has served as a member of the AssetMark Operations
Advisory Board, collaborating with peers to help build next generation best practices. Collette
has also been participating for many years in insurance industry producer support study groups
to foster continuing education. A native New Yorker, Collette currently resides in Warwick, NY,
with her husband and five dogs. Founder of Aristotonks cattery, Collette has been breeding
and showing Tonkinese cats since 1999.