Isis Ani Mack
Supporting Families in Growing and Preserving Their Wealth
- Role
- Client Advisory Associate at Whittier Trust Company
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Isis Ani Mack
At Whittier Trust, I help manage personal trust and investment accounts with a meticulous, client-focused approach. By collaborating across teams, I ensure seamless account administration and strategic financial solutions that align with our clients\' goals and legacy planning. I’m passionate about serving individuals and their families, building lasting relationships, and providing the care and expertise they deserve.
Experience
Client Advisory Associate
Nov 2024 — Present · Westwood, CA, US
At Whittier Trust, I support in managing personal trust and investment accounts while delivering our high-touch service model. Through meticulous attention to detail and collaboration with cross-department teams, I help deliver solutions that support our clients\' goals and legacy. My role ensures the needs of clients, beneficiaries, co-fiduciaries, and advisors are met with precision and care.
Education
University of Nevada, Reno
Master of Business Administration - MBA
University of Nevada, Reno
Bachelor of Science - BS, International Business with an emphasis in Marketing and a minor in Arabic
2017 — 2021
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