Anna Spurgin Email & Phone Number
Managing Director, Business Operations @ The Mather Group, LLC
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Anna Spurgin Location
- Greenfield, IN, US
Anna Spurgin Work
- Managing Director, Business Operations @ (September 2025 - Present)
- Managing Director, Client Services @ (September 2024 - September 2025)
- Agency Supervisor Officer @ (September 2014 - September 2024)
- President and Advertising Review Specialist @ Unified Financial Securities, Inc. (September 2007 - June 2013)
- Chief Compliance Officer and Office Manager @ The Financial Junction (April 1998 - September 2007)
Anna Spurgin Education
- Kaplan University
Certificate in Financial Planning (Financial Planning)
2005-2006 - University of Indianapolis
American Institute of Banking
1988-1990 - Indiana University Bloomington
General Studies
1983-1984
Anna Spurgin Skills
- Asset Management
- Asset Managment
- Employee Benefits
- FINRA
- Finance
- Financial Services
- Fixed Income
- Investment Advisory
- Investment Management
- Investments
- Leadership
- Management
- Mutual Funds
- Retirement Planning
- Securities
- Series 63
- Series 7
- Start-ups
- Wealth Management
Anna Spurgin Summary
- Anna Spurgin, based in Greenfield, IN, US, is currently a Managing Director, Business Operations at The Mather Group, LLC. Anna Spurgin brings experience from previous roles at The Mather Group, LLC, Westpoint Financial Group, Unified Financial Securities, Inc. and The Financial Junction. Anna Spurgin holds a 2005 - 2006 Certificate in Financial Planning in Financial Planning @ Kaplan University. With a robust skill set that includes Asset Management, Asset Managment, Employee Benefits, FINRA, Finance and more. Anna Spurgin has 1 emails and 1 mobile phone numbers on RocketReach.
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