Anne works as Operations Manager and Senior Client Service Representative. She has a Mechanical Engineering degree from Oakland University in Rochester Hills, MI and post-graduate studies in Accounting and Finance from Baker College. Anne develops new office processes and procedures, manages the Salesforce database, open new accounts, processes asset transfers, cash requests, cost basis, and RMDs. She also works with the Compliance Department. Her prior experience includes Operations Manager for a fee-only Registered Investment Advisor Firm.