Annie Schneidman Coleman

Annie Schneidman Coleman is an advisor at the MSPCA-Angell. Prior to their current position, Coleman worked as an assistant vice president and relationship analyst for Wellington Management's Global Financial Intermediaries Group from March 2014 to February 2016. In this role, they provided customized portfolio reporting and strategic analysis with a focus on fixed income products. Annie also evaluated risks, performance, and strategy while helping to create and launch new investment strategies. From July 2011 to March 2014, Coleman served as a client service analyst for Wellington Management's Financial Reserves Management where they were the direct relationship management contact for large institutional insurance clients. Prior to Wellington Management, Coleman worked as an investment consultant for Natixis Global Associates from February 2010 to July 2011 and as a financial advisor for Ameriprise Financial Services from October 2008 to February 2010.

Annie Schneidman Coleman has a BA in Psychology from Williams College and is a chartered financial analyst (CFA) charterholder.