Anna M. Haney

“All you need is love. But a little chocolate now and then doesn’t hurt.” Charles M. Schultz

Anna M. Haney – Vice President, Director of Operations, OSJ

Ms. Haney is responsible for developing and overseeing Medallion Wealth Management’s operations, procedures, and policies. Since managing the operational launch of the company in 2013, her roles have expanded to include compliance and trading supervision, financial reporting, and human resources. She is also the branch OSJ (Office of Supervisory Jurisdiction).

Anna brings 15 years of experience in back office operations and compliance, including her previous position as the Director of Operations for a Pittsburgh-based financial services firm. Prior to her career in financial services, Anna worked in research and analysis at Crown Castle and Tournament Turf Laboratories, Inc.

Ms. Haney is an alumna of Malone University. She holds the Series 7, 24, 66 and 99 security registrations.

Ms. Haney’s email address is ahaney@medallion-wealth.com

[content_block id=917 slug=broker-check-text]

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Medallion Wealth Management, Inc. are not affiliated. This communication is strictly intended for individuals residing in the states of AL, AZ, AR, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, LA, MD, ME, MI, NC, NJ, NY, OH, PA, SC, SD, TN, TX, VA, VT, WA, WV. No offers may be made or accepted from any resident outside the specific states referenced. Cambridge does not provide tax or legal advice.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Medallion Wealth Management makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

Medallion Wealth