Ann joined Cardinal in 2007. She currently works with clients and is responsible for custody and leveraged finance research. Prior to joining Cardinal, Ann worked for Verizon Business where she was a Manager responsible for operational reconciliations. She also worked for State Street as an Account Manager in the investment accounting department for the PIMCO relationship. Ann served for 6 years on the Board for the Truman State University Foundation. Ann holds a BS in Accounting from Truman State University and an MBA from Webster University. Ann became a Member-Owner in 2017.