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
- 2025 -now Marketing and Client Services Specialist @
- 2023 -2025 Office Administrator @
- 2019 -2023 Executive and Investor Relations Assistant @
- 2007 -2019 Reportinng Specialist and Database Analyst @
- 2005 -2007 HR and Marketing Assistant @
- 2002 -2005 Office Manager and Report Preparation @
- 1998 -2002 Executive Assistant (Partners) @
- 1994 -1999 Junior Analyst and Executive Assistant @
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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