Anna is a sociable, positive thinking, driven individual. She enjoys building relationships with everyone around her and does not shy away from a challenge. She recognizes that the most important aspect of placing individuals is having a thorough understanding of the client’s needs and culture. This enables her to find top talent in the industry that will be the best fit and deliver results. Anna uses her positive energy and go-getter mentality to consult with talented wealth management individuals and enable them to make the best next step in their career.
Anna’s previous experience includes talent acquisition in the health care and retail industry. This diversity and breadth of industry exposure allows Anna to partner with a variety of individuals and help them reach their goals.
Anna obtained a BBA in Human Resource Management and Psychology.
Connect with Anna on LinkedIn.
- Client Advisor
- Client Service Associate
- Client Service Coordinator
- Financial Planning Specialist
- Operations Associate
- Performance Analyst
- Trust Officer
- Tax & Financial Planning Manager
- Wealth Advisor
- Wealth Strategist