Anna Vazquez
Vice President, Client Performance Analyst at Wells Fargo Advisors
- Role
- Vice President - Client Performance Analyst at Wells Fargo Advisors
- Location
- Palm Beach Gardens, FL, US
- LinkedIn followers
- 500 followers
About Anna Vazquez
Anna Vazquez is a Vice President and Lead Wealth Client Performance Analytics Consultant at Wells Fargo Advisors.As a member of Palm Beach Group of Wells Fargo Advisors, Anna oversees sales support efforts by coordinating and completing client service-related projects and resolving operational issues. She manages investment functions for their high-net-worth clients, who are a varied group of business owners, entrepreneurs, and retirees.Anna regulates the workflow within the group, including identifying opportunities to improve efficiencies. She oversees the onboarding process, creates proposals, maintains records and administers accounts. Her role includes executing securities transactions, coordinating syndicate investments, and handling general operations for the team.This information is intended for use by residents of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, and WY and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
Vice President - Client Performance Analyst
Apr 2024 — Present · Palm Beach, FL, US
Education
Queens College
Bachelor of Arts (BA)
2011 — 2014
Florida Atlantic University - College of Business
Executive MBA
Skills
- Communication
- Marketing
- Social Media Marketing
- Leadership
- Wealth Management
- Public Speaking
- Economics
- Customer Service
- Client Services
- Russian
- Time Management
- Spanish
- Asset Management
- Credit
- Teamwork
- Banking
- Mortgage Lending
- Microsoft Office
- Translation
- Mortgage
- Financial Analysis
- Finance
- Tennis
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