Senior Relationship Manager
Anna joined IWM in 2013 as a member of the Service Team. She has worked in various roles including Chief Compliance Officer and is currently a Senior Relationship Manager interacting directly with clients and supporting Brent Pine. Anna has worked in the financial services industry for over 18 years. She holds the Series 6, 7, 63 and 26 licenses, as well as the Life, Variable Annuity, Health & Accident Licenses. She has considerable knowledge in many areas of wealth management including specific expertise in estate transfer.
Anna was born and raised in Milano, Italy. She moved to New York City with her family at age 11. She holds a Bachelor of Arts in Spanish and Italian with a Minor in French from City University of New York and a Master of Comparative Literature which she completed through a Study Abroad Program at the University of Bologna. Anna enjoys writing short stories, cooking and gardening. She is the proud mother of Christian and she can be found at home with her husband Michael and their Labrador Retrievers.