TEAM

A hands-on problem solver with advanced computer skills, Ana has spent her entire career in the financial services industry. Some of her specific strengths are in financial reporting, net capital management and day-to-day accounting functions. She is proficient in the examination and evaluation of fixed income and institutional trading, cash management, and financial statement and operational analysis. Her experience also includes involvement with systems and clearing platform conversions, financial integration of acquisitions and management of accounting operations of a broker/dealer generating annual revenues in excess of $150 million.

Ana has a Baccalaureate degree in Finance from the University of South Florida and holds FINRA Licenses Series 7, 27, 28, 63 and 99.

Check the background of this investment professional FINRA Broker Check.