Client Service Specialist
Anne began her financial career as a municipal bond clerk at Herzfeld & Stern, where, learning from the ground up, she gained a clear understanding of business complexities. She soon pursued her degree in business administration and continued her career in corporate client service. Her background includes 12 years as a Senior Associate with PricewaterhouseCoopers and, more recently, four years in real estate sales. She has specialized in client relationship management, content management, and financial reporting and analytics. Along with her exemplary work ethic, Anne has a positive and friendly personality, and she cares deeply about providing the highest level of service. In her free time, she enjoys painting seascapes and landscapes, decorating her home in Mendham, NJ and participating in outreach programs to help those in need.