Wealth Advisor Associate
Education &California State University, Long Beach, B.S., Business Administration
Ana, Sr. Client Service Coordinator, attended California State University of Long Beach, where she received a Bachelor’s of Science in Business Administration with an Emphasis in Finance Real Estate & Law and Marketing. While attending school, she was in the mortgage industry as a Senior Loan Processor and Loan Officer. In 2008, she was part of the Hedge Fund Trade Operations team at Inflective Asset management, where she worked directly with executing brokers and the Chief Compliance Officer. Ana joined our Operations team here at EP Wealth in May 2011.