As a Client Administrator, Anna is responsible for operation relationships with the Altair investment managers and custodians. She also monitors client transactions daily and prepares reports to track assets under advisement and quarterly and annual billing statements.

Prior to joining Altair, Anna was a registered sales associate with Smith Barney Inc. handling trade executions, new account set up, preparing quarterly performance reports and training new sales assistants. Prior to that she was with CIGNA Financial Advisors as an investment sales coordinator providing pre-sales and post-sales support.

Anna graduated from the University of Kansas with a degree in Accounting and Business Administration.