Ana Cayasan

Client Services


I work closely with the financial planners and strategy team to ensure a seamless process throughout the company.

Before joining the finance industry, I have over 8 years of work experience in customer service for various industries.

Working in customer service, taught me how to build a good relationship with different types of customers who I met and talked to on a daily basis.  Since I’m new to finance, working here is quite challenging and exciting for me, at the same time.  I’m looking forward to learning more and providing administrative support to the team.

During my free time, I enjoy going to the beach and playing with my guitar.