Since joining Nucleus in December 2022 as Client Associate, Ana has assisted Nucleus’ Client Service team on its path to preeminence. She embraces client relationships, inspiring deeper and deeper connections with each service provided. From money movement requests, to cash management, to providing tax document information, and more, Ana puts the client and their unique needs at the center of her focus.
After growing up in Caracas, Venezuela, Ana eventually moved to Houston, Texas with her family in the late 90’s where she attended The University of St. Thomas in Houston. After receiving a bachelor’s degree in Business Administration with a minor in Finance, she garnered several years of experience in financial services, having worked for three wealth management groups, her most recent experience being a client associate at Merrill Lynch for one of their top teams in CT.
Of the five key characteristics that help define Nucleus culture- depth, directive connection, curiosity, and withness®- Ana most identifies with connection. She believes fostering close relationships with one another is key to create a healthy work environment, and to achieve common goals. By working together and embracing our open culture, we can then serve our clients as the best versions of ourselves possible.
Ana currently resides in Darien, CT with her family. In her free time, you might find her taking power walks around her neighborhood, playing tennis, dance workouts, or attending Broadway shows whenever she gets a chance. Ana is also an active volunteer for TACA ( The Autism Community in Action), a nonprofit organization that helps families with children diagnosed in the autism spectrum that provides the tools and guidance to help their kids achieve the best possible outcomes.