Mary Anne Reynes

Client Services Manager

BIO

Anne started as a Financial Planning Assistant then later became a Universal FPA before taking up the lead role. She provides support to her team consisted of 5 FPAs. She handles training, managing of workload and delivery of tasks for Paraplanning Assistants and Client Services officers as well as other offshore matters. She also does adhoc tasks and projects for her client and she handles feedback and concerns as well. She’s also involved in streamlining processes for both the onshore and offshore team and is working on aligning these processes to improve efficiencies.