Private Client Relationship Manager, Vice President, Private Banking
Ann is a Private Banking Relationship Manager. A Montgomery County native, Ann has more than 20 years of experience in the banking and financial services industry. She draws on her extensive experience to lead a team of experts dedicated to serving the broad and diverse needs of affluent clients.
Areas of Specialty
- Relationship Management for High Net Worth Individuals
- Personal and Corporate Lending and Banking
- Portfolio Mortgages
- Wealth Management
- Trust and Fiduciary Services
- Financial and Estate Planning
Background and Credentials
- Bachelor of Arts, Princeton University
- Credit Training program at New York money center bank
- NMLS #798921
Community and Professional Involvement
- Volunteer for various local non-profits