Anna Gunn
Keine laufenden Positionen mehr
Profil
Ms. Anna Gunn is Client Relations Manager at Collins & Co. LLC.
Prior to joining Collins & Company, she spent five years as the Operations Manager for a multi-family office and wealth management firm in Marin.
She was responsible for the daily administration of client and custodial accounts, office management and event coordination.
Her background also includes more than 10 years of financial services experience in the banking and leasing fields, both domestically and internationally.
While at Wells Fargo Bank, she served as an Assistant Vice President for the Small Business Banking, Credit Card Services, and Wholesale Banking Groups.
In addition, she worked in both Singapore and in San Francisco for an intermodal lessor of ocean shipping equipment.
Ms. Gunn received her Bachelor of Arts degree in Political Science from UCLA and her Master of Arts degree in International Business from St. Mary’s College.
She has attended numerous continuing education programs and earned a Certificate in Human Resources Management from Sonoma State University.
Ehemalige bekannte Positionen von Anna Gunn
| Unternehmen | Position | Ende |
|---|---|---|
Wells Fargo Bank NA
 Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Corporate Officer/Principal | - |
Relevant Wealth Advisors LLC
 Relevant Wealth Advisors LLC Investment ManagersFinance Relevant Wealth Advisors LLC (Relevant Wealth) is an independent SEC-registered investment advisor headquartered in Mill Valley, California. The firm was founded in 1962 as Collins & Co., LLC. Relevant Wealth provides portfolio management and wealth management services directly to individuals and institutional clients. The firm is also the sponsor and portfolio manager of a wrap-fee program in which most of their advisory clients are invested. | Vertrieb & Marketing | - |
Ausbildung von Anna Gunn
| University of California, Los Angeles | Undergraduate Degree |
| St. Mary's College (Maryland) | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Finance |
Relevant Wealth Advisors LLC
Relevant Wealth Advisors LLC Investment ManagersFinance Relevant Wealth Advisors LLC (Relevant Wealth) is an independent SEC-registered investment advisor headquartered in Mill Valley, California. The firm was founded in 1962 as Collins & Co., LLC. Relevant Wealth provides portfolio management and wealth management services directly to individuals and institutional clients. The firm is also the sponsor and portfolio manager of a wrap-fee program in which most of their advisory clients are invested. | Finance |
