Anyssa is a Client Relationship Manager for IHT Wealth Management and new to the financial industry. She carries a strong background in customer service and her strengths include effective communication, organization of focused objectives as well as managing time and priorities effectively and providing a world-class experience for every client she works with. As a CRM at IHT, Anyssa is responsible for providing a seamless client onboard, account transactions, and relationship building. Anyssa is driven to help clients reach their financial goals by establishing a positive experience for her clients and committed to providing administrative support to her advisors in order to exceed expectations of IHT clients.

Anyssa graduated from DePaul University with a dual major in Marketing, Sales Leadership and Business Management. Although already graduated, she is committed to continue learning through experience, exposure and education and takes pride in receiving feedback as a gift. She is currently working on becoming FINRA licensed with her Series 7 and Series 66.

In her spare time, she enjoys running – whether it be on a track or the road and spending time with her family.

Responsible for implementing the firm’s strategic initiatives, compliance oversight for the RIA, managing high-level financials and compensation, advisor acquisition and working directly with advisors to ensure a seamless transition. Cori graduated from the University of Arizona with a bachelor’s degree in Communications. Prior to establishing IHT Wealth Management in 2014 with its original founding members, she was the business manager to Steve Dudash and his investment team at Merrill Lynch, located in downtown Chicago. Her strengths include leadership, organizational skills, and the ability to support meaningful client relationships.