Anna Walters
Dallas,TX
Overview
6
6
years of professional experience
Work History
High AUM Associate Investment Counselor
Fisher Investments
Plano, TX
01.2026 - Current
- Delivered tailored investment advice to high net worth clients, enhancing their financial strategies.
- Worked with senior investment counselors to support financial planning, estate planning, and tax planning services for high net worth clients.
- Built trusted client relationships through clear communication and active listening.
- Obtained Series 65 license to provide investment advice.
- Collaborated with internal and external stakeholders to ensure seamless operational service for clients.
- Used Salesforce and MoneyGuidePro proficiently.
- Guided new associates in role responsibilities and daily workflow, fostering team development.
Client Service Associate
Fisher Investments
Plano, TX
01.2024 - 01.2026
- Facilitated client operations by addressing and resolving service needs.
- Utilized Salesforce to enhance client service and streamline record tracking.
- Managed money movement, rollovers, and daily account upkeep.
- Communicated with clients and financial institutions via multi-line phone systems to ensure clarity and efficiency.
- Worked professionally with custodians including Charles Schwab, Fidelity, UBS, Pershing, and Morgan Stanley.
- Joined specialized service team, gaining new skills and responsibilities.
- Served as a contact for tax questions, RMDs, and team coordination.
Event Coordinator
Catholic Charities Dallas
Dallas, TX
06.2023 - 12.2023
- Collaborated with development department to plan and execute successful fundraising events.
- Cultivated relationships with high-net-worth individuals to strengthen ongoing partnerships.
- Coordinated overlapping projects and fundraising campaigns to ensure timely execution.
- Communicated event details with staff, donors, and community partners.
- Prepared event materials, timelines, and checklists for smooth execution.
Administrative Assistant
Catholic Charities Dallas
Dallas, TX
09.2022 - 06.2023
- Coordinated complex schedules using Microsoft Outlook to ensure efficient time management.
- Prepared expense reports accurately and on time.
- Developed engaging scripts and newsletters for Diocesan correspondence to enhance communication.
- Achieved training and certification in Raiser's Edge to support fundraising initiatives.
Underwriting Intern
Great American Insurance Group
Cincinnati, OH
01.2021 - 01.2023
- Drafted legal notices for policy changes, ensuring compliance with state insurance requirements.
- Facilitated professional correspondence with underwriters and insurance agents across multiple companies, enhancing communication efficiency.
- Managed data entry in Microsoft Excel, utilizing advanced functions and keyboard shortcuts for accuracy and speed.
- Worked both remotely and onsite in team settings and independent assignments.
Education
Bachelor of Arts - Business, Spanish
University of Dallas
Irving, TX05-2023
High School Diploma -
Covington Latin School
Covington, KY01-2019
Skills
- Investment advisory
- Investment strategies
- Portfolio management
- Financial planning
- Risk management
- Software proficiency
- Results-driven work
- Adaptability
- Effective communication
Interests /Activities
Treasurer of the University of Dallas chapter of St. Vincent De Paul Society, Volunteer at In My Shoes Homeless Shelter for single mothers.
Timeline
High AUM Associate Investment Counselor
Fisher Investments
01.2026 - Current
Client Service Associate
Fisher Investments
01.2024 - 01.2026
Event Coordinator
Catholic Charities Dallas
06.2023 - 12.2023
Administrative Assistant
Catholic Charities Dallas
09.2022 - 06.2023
Underwriting Intern
Great American Insurance Group
01.2021 - 01.2023
Bachelor of Arts - Business, Spanish
University of Dallas
High School Diploma -
Covington Latin School