Client Service Manager
As a customer service manager Anna provides support and assistance for client requests.
Anna has a Bachelor of Science degree in Finance and Economics. Also, Anna graduated from Indiana University with an MBA degree in Finance and Investments and holds Life, Health and Accident Insurance License. Anna is an Accredited Tax preparer. Anna is focused on her personal goal to become a Financial Advisor and has recently acquired Stockbroker, Series 7 registration. She continues her education in finance studying for the Series 66, Investment Advisor Representative Exam.
In her free time, Anna likes to travel with her daughter Angelina and her husband Russell. Anna likes to read books and collect stamps. Anna is an active member of Kokomo YMCA and Indianapolis Museum of Art.