Anisa Gumansingh

Client Service Associate

Anisa is a Client Service Associate in Cary Street Partners’ Austin office, where she provides dedicated support to Financial Advisors and their clients. She manages a wide range of responsibilities, including new account onboarding, funds movement, and ongoing account maintenance, ensuring each client receives attentive and seamless service.

Experience:

  • Kestra Financial, Client Service Trainer
  • Kestra Financial, Financial Service Representative
  • Charles Schwab, Financial Services Representative

Education/Certifications:

  • Austin Community College, Associate’s Degree