Anne Leal

Partner, Chief Operations Officer | MarksNelson Advisory, LLC

Operations

Anne joined the firm in 2005 as a professional in the accounting services department, where she assisted clients with complex accounting situations and financial operations. In 2013 she transitioned to focus on internal financial operations as the controller, and in 2020, she was promoted to operations officer. In addition to managing financial reporting, budgeting, firm administration, human resources, information technology, and marketing, Anne is a key member of the management team, supporting the overall strategy for the firm.