Profil
Ms. Anna Gunn is Client Relations Manager at Collins & Co. LLC.
Prior to joining Collins & Company, she spent five years as the Operations Manager for a multi-family office and wealth management firm in Marin.
She was responsible for the daily administration of client and custodial accounts, office management and event coordination.
Her background also includes more than 10 years of financial services experience in the banking and leasing fields, both domestically and internationally.
While at Wells Fargo Bank, she served as an Assistant Vice President for the Small Business Banking, Credit Card Services, and Wholesale Banking Groups.
In addition, she worked in both Singapore and in San Francisco for an intermodal lessor of ocean shipping equipment.
Ms. Gunn received her Bachelor of Arts degree in Political Science from UCLA and her Master of Arts degree in International Business from St. Mary’s College.
She has attended numerous continuing education programs and earned a Certificate in Human Resources Management from Sonoma State University.
Anciens postes connus de Anna Gunn
| Sociétés | Poste | Fin |
|---|---|---|
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Operates as a nationally chartered commercial bank | Corporate Officer/Principal | - |
Relevant Wealth Advisors LLC
Relevant Wealth Advisors LLC Investment ManagersFinance Relevant Wealth develops a personalized investment policy for each client and creates and manages a portfolio based on that policy. Their advice is based on long-term investment strategies that incorporate modern portfolio theory. The firm’s investment approach is firmly rooted in the belief that markets are efficient, and that investors’ returns are determined principally by asset allocation decisions, not market timing or stock picking. | Sales & Marketing | - |
Formation de Anna Gunn
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
Relevant Wealth Advisors LLC
Relevant Wealth Advisors LLC Investment ManagersFinance Relevant Wealth develops a personalized investment policy for each client and creates and manages a portfolio based on that policy. Their advice is based on long-term investment strategies that incorporate modern portfolio theory. The firm’s investment approach is firmly rooted in the belief that markets are efficient, and that investors’ returns are determined principally by asset allocation decisions, not market timing or stock picking. | Finance |
University of California, Los Angeles
University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
St. Mary's College (Maryland)
St. Mary's College (Maryland) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















