Colleen Vallen is the Forensic Services Practice Leader for J.A. Montgomery Consulting. She provides forensic accounting expertise to clients including pre-loss consulting and post-loss claims services. In the post-loss claims process, her duties include project communication, guidance and planning, documentation management and analysis, financial analyses and modeling, responding to request for information and assistance in settlement discussions. She works closely with our Claims Department to assist clients with internal claims management allowing our clients to focus on their business, not their claim and to ensure claim resolutions are in our clients’ best interest.
Vallen has over 25 years of forensic accounting experience and is an expert in her field. Prior to joining J.A. Montgomery Consulting, she worked for a top 25 public accounting firm and served for a period as the practice leader for forensic services. She is highly experienced in the analysis and review of financial information. Other duties included planning and management of engagements, financial investigation and analyses, expert report preparation, assistance with discovery and expert testimony. She has successfully assisted clients in bringing claims to resolution including catastrophic property claims and complex losses such as cyber and crime claims.
Vallen served as Adjunct Professor at Villanova University Charles Widger School of Law and Drexel University Thomas R. Kline School of Law.
Certified Public Accountant (CPA)
Certified in Financial Forensics (CFF)