Anne joined Rockefeller Capital Management with over 30 years of experience in the financial services industry. Prior to joining Rockefeller from Merrill Lynch, Anne started her career working in Minneapolis for Piper Jaffray Inc. as a Registered Sales Assistant in Equity Capital Markets, focusing on Restricted Securities transactions with extensive knowledge of SEC regulations. While living in Minneapolis, she earned her Bachelor of Science in Business from the Carlson School of Management at the University of Minnesota. Before working in Minneapolis, Anne lived in France for many years, learning to fluently speak English, French, and Vietnamese.
Anne focuses on client relations, assisting in establishing and maintaining their accounts. She focuses on assisting clients with managing all administrative tasks and operations, establishing new accounts and completing the corresponding paperwork, the consolidation and transfer of accounts, and financial reporting.
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