Anne has an ability to connect with people from all different walks of life. She has spent time in 23 countries across five continents through previous positions during her career, giving her a unique perspective of what life has to offer. As the Business Operations Manager for Merkel Financial, she combines her relational expertise with her drive for efficiency. Anne is responsible for coordinating workflow and efficiencies throughout the office, managing both IT and HR operations, and facilitating trust and estate execution.
She received her Bachelor’s degree from Indiana University and gained a variety of experience as a Client Services Administrator for William Harris Investors, a family investment firm; and a Program Director for the Irene D. Pritzker Foundation, a private family foundation. Her different roles prepared her for the many hats she wears at Merkel Financial today.
Passing on her spirit of adventure to her children is an important mission for Anne. She continues to plan new explorations and experiences with her husband and two children, whether that experience is a new city, country, or a restaurant around Columbus, Ohio.