Client Services Associate
Ana joins Silicon Valley Capital Partners where she is focused on all aspects of client engagement.
Ana brings over 8 years of financial services experience. In her previous role at Morgan Stanley, she served as a senior Client Services Associate where she worked with a team who provided brokerage and custody to a large RIA for high-net-worth clients. She provides exceptional service to clients with expertise in transactional processing and facilitation of account opening and paperwork ensuring accuracy and completeness.