Anna Fransen Email
Director of Financial Planning @ IronBridge Wealth Counsel, LLC
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Anna Fransen Location
- Louisville, KY, US
Anna Fransen Work
- Director of Financial Planning @ (September 2025 - Present)
- Mentor @ (July 2024 - Present)
- Senior Financial Planning Consultant @ Osaic (March 2023 - August 2025)
- Consultant, FinTech Platforms @ (June 2020 - March 2023)
- Product Manager @ (August 2019 - June 2020)
- Product Specialist @ (August 2018 - August 2019)
- Private Client Banker @ (May 2016 - August 2018)
- Financial Advisor @ (August 2013 - May 2016)
Anna Fransen Education
- University of Kentucky
BS (Accounting)
2009-2014 - Shelby County High School
High School Diploma
2005-2009
Anna Fransen Skills
- Building Internal & External Relationships
- Business Development
- Business Process Improvement
- Business Relationship Management
- Change Management
- Client Relations
- Communication
- Creativity
- Critical Thinking
- Cross-functional Team Leadership
- Customer Experience
- Customer Service
- Entrepreneurship
- Event Planning
- FINRA
- FinTech
- Financial Advisory
- Financial Planning
- Financial Planning
- Fraud Prevention
- Insurance
- Internal relationship management
- Interpersonal Skill
- Investment Management
- Investments
- Leadership
- Learning Quickly
- Marketing
- Marketing Strategy
- Microsoft Office
- Multi Tasking
- Notary Public
- Partner Relationship Management
- Presentations
- Problem Solving
- Product Management
- Product Strategy
- Project Management
- Prospecting Skills
- Public Speaking
- Relationship Building
- Research
- Retirement Planning
- Sales
- Series 63
- Series 7
- Strategic Partnerships
- Strategic Planning
- Strategy
- Teaching
- Team Building
- Team Leadership
- Team-oriented
- Teamwork
- Time Management
- Training
- Training & Development
Anna Fransen Summary
- Anna Fransen, based in Louisville, KY, US, is currently a Director of Financial Planning at IronBridge Wealth Counsel, LLC. Anna Fransen brings experience from previous roles at FinServ Foundation, Osaic and Nationwide Financial. Anna Fransen holds a 2009 - 2014 BS in Accounting @ University of Kentucky. With a robust skill set that includes Building Internal & External Relationships, Business Development, Business Process Improvement, Business Relationship Management, Change Management and more. Anna Fransen has 1 emails on RocketReach.
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