Annie Schneidman Coleman

Annie Schneidman Coleman, CFA has a diverse work experience spanning over 15 years. Annie currently works at Loomis, Sayles & Company where they hold the position of Head of Strategic Relationships, Business Development since April 2023. Prior to this role, they served as the VP, Associate Director of Strategic Relationships at Loomis, Sayles & Company from December 2021 to April 2023. From February 2016 to December 2021, Annie worked at Loomis, Sayles & Company as the VP, Strategic Relationship Manager. Before joining Loomis, Sayles & Company, they worked at Wellington Management as the Assistant Vice President, Relationship Analyst - Global Financial Intermediaries Group from March 2014 to February 2016 and as a Client Service Analyst - Financial Reserves Management from July 2011 to March 2014. Prior to that, Annie was an Investment Consultant at Natixis Global Associates from February 2010 to July 2011. Annie began their career at Ameriprise Financial Services, Inc. as a Financial Advisor from October 2008 to February 2010. Annie also had a brief stint at Credit Suisse in 2007, where they worked in Corporate Events & Real Estate.

Annie Schneidman Coleman, CFA, obtained their Bachelor of Arts (BA) degree in Psychology from Williams College in 2008. Prior to that, they attended Milton Academy from 1998 to 2004. In 2014, Annie obtained the Chartered Financial Analyst (CFA) charter from the CFA Institute.