Anggie serves as the Advisory Services Lead for various high-net worth clients and family office relationships. As part of her role, she works closely with clients to produce and execute thoughtful solutions designed to meet their unique financial objectives. These solutions include personalized portfolio construction, asset allocation advice, family office management, cash flow engineering, and estate planning. Anggie is also responsible for founding and leading various initiatives for Pathstone including the Advisory Manual - which defines and publishes the procedures/best practices for Advisors, the FitPath Program - which encourages employees to be more active, and PathstoneCares -which strives to make a positive impact to Pathstone' employees, communities, and environment.

• Led a team, managing approximately $1.7 billion, that provided client service and support functions to help generate, explain, and/or alter their investment portfolios• Created meaningful relationships with clients by broadening their understanding of the company’s investment process as well as deepening their knowledge of the financial markets • Recipient of the most prestigious reward of the firm, the “Above and Beyond Reward”, for demonstrating relentless ingenuity that led to a $13 million dollar investment• Served as subject matter expert/ambassador for numerous national committees including the risk management group, the new website development team, and various teams aimed to update/improve proprietary technologies• Constructed sophisticated models utilizing proprietary modeling systems by applying various financial inputs (ie: income, spending, retirement) to project future assets and wealth cash flows across a range of different market conditions• Developed long-term and tax sensitive investment plans integrated with complex wealth transfer strategies such as trust, gifting, and charitable donations • Presented and discussed findings with clients to create financial strategies that met their estate-planning, multi-generational, and/or charitable objectives Series 7 and 63 registration

• Inspected financial documents, confirmed delivery of goods, and performed spot checks via phone to international clients • Managed the Transaction Validation Report containing all the transactions between debtors and the firm on a daily basis• Reviewed and verified with clients the supporting documents provided, such as the Bill of Sales, to accelerate the payment process