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With more than 30 years of financial services experience, Anna helps clients implement process and technology change to improve efficiency, enable growth, and reduce risk. She has considerable depth in operations and technology and is an expert in operational risk and anti-money laundering.
Prior to joining Promontory, Anna was a managing director in executive administration at Barclays Capital and Lehman Brothers. At Barclays, she assisted Lehman bankruptcy administrators in their transition and liquidation efforts. She also served for 14 years at Morgan Stanley, where she held global roles as head of operational risk; head of accounts, products, and position services operations; and leader of strategic initiatives. At Morgan Stanley, she led the development of a firm-wide operational risk program, as well as the institutional business’s efforts to comply with the USA Patriot Act. She started her career with Andersen Consulting (now Accenture), becoming a partner in the financial services practice. While at Andersen, she particularly focused on transaction processing issues in banks, broker/dealers, and insurance companies.
- B.S., finance and decision sciences, Wharton School, University of Pennsylvania
- Former member, Compliance and Operation Risk Management Committee
- Depository Trust & Clearing Corp.