Anna E.  Gabrio

Anna E. Gabrio

Associate Portfolio Specialist

At Capital Planning

Anna joined Capital Planning in 2018 with seven years of experience in the financial industry. Her quick learning skills, attention to detail, and problem solving has helped to expand the Portfolio Administration team and gain the respect from her colleagues as they rely on her skills in reconciling/auditing of daily trades and money movement.

Practice Focus

  • Daily Imports on Accounts / Balances
  • Master Account Reconciliation
  • Analyze Daily Trading Reports
  • Cost Basis Analysis
  • Tracking Model Updates
  • Trading Assistance

Previous Roles & Adventures

Client Fulfillment – Stickney Research, Bellevue, WA
Administrative Assistant – Stickney Research, Bellevue, WA
Logistics Specialist and Armorer – US Army, Fort Lewis, WA

Education & Designations

  • BA Business Administration – Eastern WA University
  • Associates in Arts & Sciences – Bellevue College

When Not at Work

Anna enjoys running and the great outdoors. You can often find her hiking to scenic WA destinations or running on nature’s rugged trails. A good cup of coffee and a quiet spot for reading is always a welcomed down-time.