First Trust Portfolios
Ann Koblenzer currently serves as a Senior Account Manager at First Trust, a position held since March 2012, where responsibilities include representing unique Unit Investment Trust portfolios and driving the mission of providing innovative investment products and expert research to clients. Previous roles at First Trust include National Accounts- ETF Business Development, Regional Vice President - External Wholesaler, and Internal Consultant- ETF and SMA Specialist, focusing on client education, relationship building, and AUM growth strategies. Prior to First Trust, Ann held the position of Financial Solutions Advisor at Merrill Lynch from August 2010 to March 2012, where efforts centered on revenue generation, client advisement on investment strategies, and identifying new business opportunities. Ann graduated from Miami University with a Bachelor's degree in Economics and Journalism.
First Trust Portfolios
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First Trust Portfolios L.P. and its affiliate First Trust Advisors L.P. (collectively First Trust) were established in 1991 with a mission