Anyssa is a Client Relationship Manager for IHT Wealth Management and new to the financial industry. She carries a strong background in customer service and her strengths include effective communication, organization of focused objectives as well as managing time and priorities effectively and providing a world-class experience for every client she works with. As a CRM at IHT, Anyssa is responsible for providing a seamless client onboard, account transactions, and relationship building. Anyssa is driven to help clients reach their financial goals by establishing a positive experience for her clients and committed to providing administrative support to her advisors in order to exceed expectations of IHT clients.
Anyssa graduated from DePaul University with a dual major in Marketing, Sales Leadership and Business Management. Although already graduated, she is committed to continue learning through experience, exposure and education and takes pride in receiving feedback as a gift. She is currently working on becoming FINRA licensed with her Series 7 and Series 66.
In her spare time, she enjoys running €“ whether it be on a track or the road and spending time with her family.