Gain the confidence and direction you need to succeed in your new life. Realizing your credit record and score isn’t quite what it was when you were one-half of a married couple can be very distressing. Even if you received a lump sum settlement, you may still need to show prospective lenders that you are
Anne is responsible for meeting the financial needs of clients throughout the Northeast region. She provides strategic advice, highly personalized service, and access to banking and lending solutions, including tailored credit solutions, premium deposit accounts and cash management services, residential mortgages and home equity lines of credit, and yacht and aircraft financing. In addition, Anne coordinates a broad range of specialized services available through our Wealth Advisory team, including investment management, planning, trust, family governance, and family office services.
Prior to joining Wilmington Trust, Anne was a senior private banker with Wells Fargo Private Bank for three years. Before Wells Fargo, she spent 13 years with U.S. Trust, Bank of America as a senior private client manager. Earlier in her career, Anne was an equity research statistician with Banc of America Securities and a fixed income analyst with Lehman Brothers.
Anne holds a master’s degree in Finance and Management from Tulane’s Freeman School of Business and a bachelor’s degree from the University of Colorado. In 2005, Anne earned the Certified Investment Management Analyst (CIMA) designation from the Investment Management Consulting Association.
In 2011, Anne was named one of Diversity MBA Magazine’s top 100 under 50 Executive and Emerging Leaders. As a Board member of Community Hope, The Overlook Medical Center Auxiliary, and Founder/ Co-Chair of The Autism Speaks Fall Classic at Baltusrol, Anne is very active in her community.