Annie Tronoski
About Annie Tronoski
Annie Tronoski serves as the Managing Director at Creative Planning, where she has worked since 2023. With over 20 years of experience in the financial sector, she specializes in M&A investment banking, asset management, and financial analysis.
Work at Creative Planning
Annie Tronoski currently serves as Managing Director at Creative Planning, a position she has held since 2023. Prior to this role, she was the Director of Business Advisory at the same company, starting in 2021. In her current role, she is responsible for overseeing various business advisory functions and managing client relationships. Creative Planning is located at 5454 W 110th Street, Overland Park, KS 66211.
Education and Expertise
Annie Tronoski earned her MBA in Finance from the University of Virginia Darden School of Business, where she studied from 1995 to 1997. She also holds a Bachelor of Science degree with High Honors in Finance from Lehigh University, completed from 1988 to 1992. Her educational background supports her extensive expertise in financial analysis, transaction structuring, and project management.
Background in Financial Sector
Annie Tronoski has over 20 years of experience in the M&A investment banking and asset management industry. She has a strong background in managing and training staff within the financial sector. Her experience includes evaluating '40 Act, commingled, and separate account investment products for distribution through the RIA channel. She has also worked closely with legal teams and has experience in editing contracts.
Previous Experience at Park Sutton Advisors
Before joining Creative Planning, Annie Tronoski worked as Managing Director at Park Sutton Advisors, LLC from 2017 to 2021. During her tenure, she was involved in complex financial analysis and transaction structuring. Her role at Park Sutton Advisors contributed to her development of skills in delivering Board presentations and writing Fairness Opinions.