Anna-Grace O.

Concierge Banker at Fourth Capital

Anna-Grace F. has extensive experience in the banking sector, currently serving as a Concierge Banker at Fourth Capital since July 2022. Previously, Anna-Grace worked as a Portfolio Manager at Tower Community Bank from January 2020 to June 2022, where responsibilities included private banking for high net worth clients, managing a portfolio for an EVP/Senior Commercial Lender, authoring a quarterly bank newsletter, and assisting in the implementation of video banking software. Anna-Grace has skills in financial analysis, loan documentation, account management, and event coordination. Educational qualifications include a Bachelor of Arts in Interdisciplinary Arts from Eckerd College and a Bachelor of Arts in Interaction Design from Cape Town Creative Academy.

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