Anne has spent over 10 years providing quality client service and operational support to Registered Investment Advisors (RIAs) throughout the Boston area.
As a client service representative at Ipswich Bay Advisors, she works directly with clients to process requests. She also helps to create and maintain systems within the office.
She has an undergraduate degree in Communications and Psychology from Eastern Connecticut State University.
When she’s not working, Anne enjoys doing yoga, listening to podcasts, and above all- spending time with her family!