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Anna Leon

Client Service Specialist

Anna Leon is a Client Services Specialist at RetireSimply™, bringing extensive experience in client onboarding, team management, and compliance. With a background in computer science and management, she discovered her passion for working with people and transitioned into roles focused on sales and professional development. Anna holds Series 7, Series 63, and Series 9/10 licenses. She has a proven track record of building and leading teams, driving engagement, and ensuring compliance in client-focused environments. Her expertise in onboarding clients and professionals, as well as creating streamlined processes, makes her an integral part of the RetireSimply™ team.

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