Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Network Power<100 people
Roles
💰100%
Investor & VC
🧑‍💼100%
C-level Executive
🏦100%
Finance
Geos
🇦🇪100%
United Arab Emirates
Work Background
Managing Director - Head of Institutional Product & Research
Sarson FundsManaging Director - Head of Institutional Product & Research
Oct. 2024Palm Beach, Florida, United States
Chief Executive Officer
Credentialing Standards Institute AssociationChief Executive Officer
Dec. 2023 - Nov. 2024Palm Beach, Florida, United States
Chief Operating Officer
One Charles Private WealthChief Operating Officer
Sep. 2022 - May. 2023Greater Boston/Palm Beach
Acting Principal
Confidential Single Family OfficeActing Principal
Jan. 2021
Chief Of Staff - Multi Family Office
Atlantic Wealth PartnersChief Of Staff - Multi Family Office
Jan. 2021 - Sep. 2022Palm Beach, Florida, United States
Instituional Fixed Income Sales - NJ/NY
Voya Investment ManagementInstituional Fixed Income Sales - NJ/NY
Jan. 2019 - Dec. 2021Atlanta, GeorgiaMid-Atlantic Sales for MFs, SMAs, 529s, and Pomona Investment Fund (PIF)
Private Wealth Management Associate-Analyst
Morgan StanleyPrivate Wealth Management Associate-Analyst
Jan. 2017 - Dec. 2019Greater Atlanta Area
Director - Investments & Operations, Mattson & Associates
Northwestern MutualDirector - Investments & Operations, Mattson & Associates
Jan. 2015 - Dec. 2017Greater Atlanta Area
Associate Wealth Management Advisor, Mattson & Associates
Northwestern MutualAssociate Wealth Management Advisor, Mattson & Associates
Jan. 2014 - Dec. 2015Greater Atlanta Area
Account Manager
Equinoxe Alternative Investment ServicesAccount Manager
Jan. 2013 - Dec. 2014Greater Atlanta Area
Institutional Sales and Trading Intern
Dawson James Securities, Inc.Institutional Sales and Trading Intern
May. 2012 - Jul. 2012Boca Raton
Client Sales Associate at North Florida Financial Corporation
Guardian LifeClient Sales Associate at North Florida Financial Corporation
Jan. 2012 - Dec. 2013Tallahassee, Florida Area

Requests

Touchpoint image
0
Personal Pitch
Fractional COO Services
Show more
Intch is a Professional Networking App for the Future of Work
300k+ people
130+ countries
AI matching
Get Intch if you'd like to
📝
Get Recommended to New Customers
👋
Connect with Like-Minded People
💸
Raise Capital
🚀
Find a side project
😎
Reach Top Niche Experts
⚡
Find Jobs on a Hidden Market
💼
Find a Perfect Co-Founder
🙌
Find a Trusted Mentor
🤝
Hire Top Global Professionals
See more people like Anna on Intch
Finance
738918 people
16
Senior Pricing Analyst @ Saia Inc.
19
Teacher @ CFISD
15
Owner @ West Volusia Bookkeeping and Tax
FinanceFinancial Planner
118221 people
32
Senior Sales Manager @ Experior Financial Group
17
Creative Director/Owner @ Plaid Pony Design
16
Independent Contractor