Annie has been in the Financial Sector for more than 18 years. She started with Chase Manhattan Bank, N.A. in 1998 while obtaining her Undergrad at Hunter College. Annie’s greatest passion in banking was providing financial education to her clients. She has the ability to connect with clients from all walks of life, learn their stories and build lasting relationships. The experience allowed her to provide financial advice to her clients as a trusted friend and help them gain financial freedom and build wealth.
After a decade of helping clients, she ventured into management. She led teams between 20-45 bankers at retail branch locations and continued her mission to educate. Annie coached through her philosophy of earning client’s trust and building lasting relationships. Her vision to guide her teams earned her recognition in various P&L awards from 2012-2015. She received the National Branch Achiever Award in 2015 among the top 10% of her peers in the country.
Annie joined Strategies for Wealth in June of 2016. She will continue her path to educate clients, share Strategies’ protection first philosophy and help them grow their wealth simultaneously. Annie believes it is her duty to show her clients how to protect their assets, educate them on what is controllable and allow them to make wise financial decisions.