Anna Wood Email & Phone Number
Marketing and Client Services Specialist @ Carter Financial Management
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Anna Wood Location
- Plano, TX, US
Anna Wood Work
- Marketing and Client Services Specialist @ (November 2025 - Present)
- Office Administrator @ (May 2023 - November 2025)
- Executive and Investor Relations Assistant @ (September 2019 - February 2023)
- Reportinng Specialist and Database Analyst @ (May 2007 - June 2019)
- HR and Marketing Assistant @ (June 2005 - April 2007)
- Office Manager and Report Preparation @ (November 2002 - June 2005)
Anna Wood Skills
- Customer Relationship Management (CRM)
- Marketing Management
- Facility Management (FM)
- Copy Typing
- Travel Arrangements
- Executive Support
- Confidentiality
- Office Administration
- Reporting & Analysis
- Presentation Skills
- Human Resources (HR)
- Data Analysis
- Financial Reporting
- Executive Calendar Management
- Microsoft PowerPoint
- Avaya Products
- Working with Investors
- Financial Analysis
- Microsoft Excel
- PowerPoint
- Underwriting
- Accounts Payable
- General Ledger
- Accounts Receivable
- Finance
- Human Resources
- Payroll
- Employee Benefits
- Outlook
- Microsoft Word
- Microsoft Office
- Databases
- Open Enrollment
- Annual Reports
Anna Wood Summary
- Anna Wood, based in Plano, TX, US, is currently a Marketing and Client Services Specialist at Carter Financial Management. Anna Wood brings experience from previous roles at Carter Financial Management, TriGate Capital, LLC, Colony Capital, Inc. and Razor Competitive Edge. With a robust skill set that includes Customer Relationship Management (CRM), Marketing Management, Facility Management (FM), Copy Typing, Travel Arrangements and more. Anna Wood has 2 emails and 2 mobile phone numbers on RocketReach.
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