Anna Banks Email and Phone Number

Who I amA fish out of water, offering a right-brained perspective in a left brained industry; demonstrating what creative types can bring to the table in an analytical profession. Spoiler - a lot.Where I've Been10+ years managing various facets of operations supporting RIAs6 years as Chief Compliance Officer (still am)5 years in retail banking/managementVarious retail jobs in college/high schoolBFA, Texas Tech Class of 2005What I do WellIndividual and team developmentSystem and process designCreative marketing functionsInvest in people and missionsAdapt Illustrate Concepts & Make things relatableTeach/TrainSystems I Can UseJunxure CRM/AdvisorEngineWealthbox CRMEnvestnet TamaracPortfolioCenter (owned by Envestnet)Morningstar ByAllAccountsQuickBooksCreative Tools: Canva, Procreate, PreziMicrosoft 365 Suite, including BookingsGoogle SuiteCustodial Interfaces: Charles Schwab, TD Ameritrade (aka Charles Schwab), TIAA-CREF, Nationwide Annuities, American FundsPEO Experience (as HR Admin): Paychex, TriNet, ADPFINRA InterfaceThings I Will Never Do AgainPrivate Fund Administration