Annie Ross

Manager of Client Relations

Annie Ross has more than twenty years of experience in cash management, account administration and client service matters. She leads our client funds management and account management activities. She also is a primary resource in handling client service requests and has responsibility for a number of operations activities.

Annie was previously with a large independent investment management firm, where she started as one of the original employees and served a variety of roles including cash management, client relations, trade processing and operations. Annie also served as a Sales Assistant at Goldman, Sachs & Co., and began her career as an Executive Assistant with the Ford Motor Company.

Annie possesses an Associate Degree in Business Administration and majored in Business Administration while attending Wayne State University.