Ana Aviña
About Ana Aviña
Ana Aviña is the Assistant Vice President at Jefferies with over 20 years of experience in client servicing, focusing on building strong relationships between clients and financial advisors.
Current Role at Jefferies
Ana Aviña currently serves as Assistant Vice President at Jefferies, a role she has held since 2021. In her capacity as Assistant Vice President, Aviña operates out of Miami, Florida, United States. Her responsibilities include liaising with clients to tailor financial solutions that align with their specific needs, drawing on her extensive expertise in client servicing.
Previous Positions at Morgan Stanley
Prior to her current role at Jefferies, Ana Aviña was the Senior Client Relationship Manager at Morgan Stanley Private Wealth Management. She held this position from 2016 to 2021. During her five-year tenure, Aviña was pivotal in nurturing client relationships and ensuring the efficient delivery of financial services.
Experience at Credit Suisse
Before her time at Morgan Stanley, Ana Aviña worked as a Relationship Associate at Credit Suisse from 2009 to 2016 in Miami, Florida. Over these seven years, she played a crucial role in client relationship management, providing high-level support to financial advisors and their clients.
Career Beginnings at Citi
Ana Aviña's career in the financial industry began at Citi, where she held multiple roles. From 1998 to 2005, she was the Head of Client Servicing in New York, New York. Following this, she served as a Relationship Officer from 2005 to 2009 in Miami, Florida. In both positions, she focused on enhancing client relationships and delivering personalized financial solutions.
Educational Background
Ana Aviña completed her Bachelor's degree in Communication and Media Studies at Universidad Intercontinental, where she studied from 1987 to 1991. Her academic background contributes to her strong communication skills and her ability to effectively manage client relationships in her professional roles.