Anna is a chartered accountant and dedicated CASS specialist, with over 30 years experience of working in an industry, audit, assurance and advisory capacity.
Anna is a chartered accountant and dedicated CASS specialist, with over 30 years experience of working in an industry, audit, assurance and advisory capacity. She has extensive experience of working in the investment management and platform sectors and leads a number of CASS audits and advisory engagements including supporting firms that are migrating to new CASS systems, changing their CASS operating model (including outsource provider) and launching new products. She has an in-depth knowledge of operational processes and is skilled at supporting firms in designing and assessing the effectiveness of operational and regulatory controls.