Annie is responsible for all client onboarding and Fusion’s overall client experience.  She continuously strives to improve the firm processes, deliver an excellent client experience, and strengthen relationships with our clients.  She works directly with our clients and various custodians to ensure all client needs are met. She maintains the high level of personal client service we provide by providing timely, responsive answers to their needs, questions, and requests.

She brings a wealth of industry experience to this role,  having previously served in similar roles at Morgan Stanley and Wells Fargo Advisors.

She attended Adelphi University.