Alanna plays a key role in ensuring our office runs efficiently and provides knowledgeable support for our clients and team. She manages an array of administrative duties, including opening accounts, handling client service requests and processing paperwork. Alanna loves working with people and strives to provide efficient and dependable service for the families and individuals we work with.
Alanna began her financial services career at Oppenheimer & Co. Inc.’s headquarters in New York City and advanced to the position of Operations Coordinator for the Tel Aviv, Israel, branch. She eventually transitioned to the Red Bank branch as a Client Service Associate before joining our team in 2017. She earned a bachelor’s degree received from Douglass Residential College at Rutgers University.
A New Jersey native, Alanna enjoys spending time with her husband, Justin, and their two young children, Lyla and Luke. They love to go on fun and spontaneous road trips and going to the beach as often as possible. Alanna loves to sing and listen to all genres of music.