Anna P. CekerJunior Planner/Analyst

Current Role and Professional Background:

As Junior Planner/Analyst, Anna’s responsibilities include preparation of client presentations and assisting the Client Service Managers in addressing client financial advisory needs, equity research, proforma investment plan preparation, and portfolio rebalancing. Prior to joining Goodman Financial in 2014, Anna interned with Merrill Lynch where she assisted financial advisors and wealth managers with client acquisition activities and daily business operations.

Education:

Bachelor of Business Administration in Finance, University of Houston, 2014