Annie Harvey

Annie Harvey has over 10 years of professional experience in the financial services and public affairs industries. In 2018, they joined Brookfield Asset Management as a Vice President and later as Vice President of Wealth Management and Assistant Vice President of Client Relations & Business Development, Public Securities. From 2015 to 2018, they were a Sales Manager and Senior Account Manager at Fundera. From 2011 to 2015, they were a Regional Sales Director at HRC Fund Associates. In 2010, they were a Trade Organization Intern at the Financial Services Roundtable. In 2009, they were a Public Affairs Intern at the Boston Red Sox.

Annie Harvey's education history includes a Bachelor of Arts (B.A.) in Public Policy and Law from Trinity College-Hartford, obtained between 2007 and 2011. Annie also spent a year studying at Trinity College in Paris from 2009 to 2010. Prior to that, they attended Garrison Forest School from 1999 to 2007. Additionally, they have obtained two certifications from the Financial Industry Regulatory Authority (FINRA): Series 63 in January 2012 and Series 7 in October 2011.