Portfolio Specialist @ (March 2023 - December 2025)
Portfolio and Trust Administrator @ (May 2022 - March 2023)
Customer Service Associate @ Lifetime Wealth Strategies (October 2020 - May 2022)
Office Manager @ First Commonwealth Capital Managemen (April 2013 - October 2020)
Project Administrator @ (February 2004 - April 2013)
Ann Gary Education
Spalding University
Bachelor of Science - BS (Business Administration and Management, General)
Ann Gary Skills
Office Equipment
Communication
Operations Management
QuickBooks
Payroll Processing
Microsoft Office
Administrative Assistance
Accounts Payable (AP)
Customer Contact
Financial Reporting
Payroll Taxes
Client Liaison
Mutual Funds
Attention to Detail
SAP
Office Administration
Payroll
Operations
Customer Service
Expenses
Financial Analysis
Financial Services
Capital Management
Ann Gary Summary
Ann Gary, based in Louisville, KY, US, is currently a Associate Relationship Strategist at PNC. Ann Gary brings experience from previous roles at PNC, Lifetime Wealth Strategies and First Commonwealth Capital Managemen. Ann Gary holds a Bachelor of Science - BS in Business Administration and Management, General @ Spalding University. With a robust skill set that includes Office Equipment, Communication, Operations Management, QuickBooks, Payroll Processing and more. Ann Gary has 3 emails and 2 mobile phone numbers on RocketReach.
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