Ann Mohammad Email & Phone Number
Client Administration Leader @ Vigilant Wealth Management
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Ann Mohammad Location
- South Portland, ME, US
Ann Mohammad Work
- Client Administration Leader @ (August 2013 - Present)
- Senior Portfolio Administrator, CCO @ HeadInvest (April 2001 - August 2013)
- Portfolio Administrator @ Gouws Capital Management (November 1998 - April 2001)
- Assistant to the Senior Trust Officer @ (May 1991 - November 1998)
- Trust Operations @ Maine National Bank (May 1986 - May 1991)
Ann Mohammad Education
- Kaplan University
Associate of Science (AS) (Computer Information Systems)
1985-1987 - University of Southern Maine
Accounting
1984-1985 - South Portland High School
Ann Mohammad Skills
- 27 years experience - Trust & Investments
- Access
- Accounting
- Alternative Investments
- Analysis
- Auditing
- Banking
- Business Analysis
- CRM
- Financial Analysis
- Financial Reporting
- High Net Worth Individuals
- Insurance
- Investments
- Management
- Microsoft Office
- Mutual Funds
- Nonprofits
- Portfolio Management
- Risk Management
- Series 65
- Wealth
- Wealth Management Services
Ann Mohammad Summary
- Ann Mohammad, based in South Portland, ME, US, is currently a Client Administration Leader at Vigilant Wealth Management. Ann Mohammad brings experience from previous roles at HeadInvest, Gouws Capital Management, Maine Bank & Trust and Maine National Bank. Ann Mohammad holds a 1985 - 1987 Associate of Science (AS) in Computer Information Systems @ Kaplan University. With a robust skill set that includes 27 years experience - Trust & Investments, Access, Accounting, Alternative Investments, Analysis and more. Ann Mohammad has 1 emails and 1 mobile phone numbers on RocketReach.
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