Anna

About Anna

Some of my proudest moments- Published my first short story in \"At My Pace: Twenty Somethings Finding Their Way\"- Designed and led Wellness Program for SAVO Group - Sang Klezmer Music at City Winery, the Evanston Folk Festival, the Indiana Pierogi Fest, the Spertus Institute for Jewish Learning, and the Illinois Holocaust Museum

Experience

1. Client Success & Operations Manager

   MAI Capital Management

   Jan 2019 — Present · Northbrook, IL, US

   Directed client engagement, compliance reporting, office management, and projectmanagement for 2 advisors with RIA client base and $400MM+ in assets. Managed daily communications while resolving issues with brokerage accounts,insurance/annuity processes, and other products for high-net-worth clientele. Conducted RMD/money movements, monthly reporting, and annual reviews. Orchestrated 4 audits, liaised with audit companies, meticulously compileddocumentation, and aligned strict deadlines. Transitioned to electronic records, converted all paper signing to electronic,implemented e-signature functionality for all forms, and operationalized electronicsystems within 9 months. Streamlined direct contribution operations through client training and awareness,increasing speed and decreasing potential loss of mailed checks. Acted as office manager for 2 advisors, organized bookkeeping, managedrecordkeeping, authored website via WordPress, and managed supply ordering. Led human resources efforts for office, hiring, training, and terminating employees.

Education

• Adlai E. Stevenson High School

  High School

• Loyola University Chicago

  Bachelor of Arts - BA