Anna Barone, CIM, is a seasoned professional in the wealth management industry with over 20 years of experience servicing high net worth individuals. Currently serving as a Director and Senior Client Advisor at UBS, Anna focuses on building long-term client relationships to assist in structuring, protecting, and growing wealth. Previously, Anna held roles at BMO Harris Private Banking, Jones Heward Investment Management, and Orientation Finance inc., where they gained extensive knowledge in portfolio management, compliance, and business development. Anna holds a CIM designation and has completed multiple courses at the Canadian Securities Institute, enhancing their expertise in investment strategies and portfolio management.
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