Anna helps create a seamless client experience by overseeing client onboarding, preparing performance reports, and managing the day-to-day operational needs that support advisors and clients. She enjoys building strong relationships and providing responsive, detail-oriented service to ensure every client interaction is handled with care and efficiency.
Before joining the NewEdge team, Anna spent three years as a Project Manager, where she developed strong organizational, communication, and problem-solving skills.
Anna earned her Bachelor of Science in Public Health from Georgia State University. A lifelong Atlanta resident, she continues to call the city home. Outside of the office, Anna enjoys practicing Pilates, horseback riding, and spending time with her dog, Winston.