Anna Vazquez is a Business Management Specialist with J.P. Morgan Wealth Management.
As a member of The Rizzo, Apple, Schneider and Langbert Group, Anna oversees sales support efforts by coordinating and completing client service-related projects and resolving operational issues. She manages investment functions for their high-net-worth clients, who are a varied group of business owners, entrepreneurs, and retirees.
Anna regulates the workflow within the group, including identifying opportunities to improve efficiencies. She oversees the onboarding process, creates proposals, maintains records and administers accounts. As the team's lending specialist, Anna assists clients with access to the full range of J.P. Morgan lending products, including securities-based lending, mortgages and HELOCs. Her role includes executing securities transactions, coordinating syndicate investments, and handling general operations for the team.
Anna began her financial career at J.P. Morgan shortly after graduating in 2014.
A native of Russia, Anna moved to Barcelona, Spain, at age 14 to pursue a professional tennis career and attend high school at the world-renowned Sanchez-Casal Tennis Academy. After high school, Anna received a full university athletic scholarship and relocated to the United States. She graduated magna cum laude from CUNY Queens with a degree in Economics and Political Science and is currently pursuing an M.B.A. from Florida Atlantic University.
Anna is fluent in Russian and Spanish. She resides in Palm Beach Gardens, FL with her two children.