Ana Santarina's Professional Contact Details

HQ
8884080288
Location
San Francisco, California

Ana Santarina's Current Company Details

At First Republic, we believe in customized solutions rather than a one size fits all approach. We develop wealth management strategies that address your complete financial picture. First Republic Private Wea...
At First Republic, we believe in customized solutions rather than a one size fits all approach. We develop wealth management strategies that address your complete financial picture. First Republic Private Wealth Management clients work with a single wealth advisor who coordinates a team of banking, investment management, trust and brokerage professionals who work together and with you to best address your unique situation. First Republic Private Wealth Management includes First Republic Trust Company; First Republic Trust Company of Delaware LLC; First Republic Investment Management Inc., an SEC Registered Investment Advisor; and First Republic Securities Company, LLC, Member FINRA / SIPC . Insurance agency services are provided through First Republic Securities Company, LLC, Member FINRA/SIPC, DBA Grand Eagle Insurance Services, LLC, CA Insurance License # 0I13184. INVESTMENT MANAGEMENT SERVICES: First Republic offers objective, individualized wealth management solutions. Our wealth managers deliver customized investment advice to individuals, companies, governmental entities and many nonprofit organizations.BROKERAGE SERVICES: Our professionals provide full-service and self-directed brokerage services, focused solely on developing strategies that are best for you. Our unique platform provides a full range of brokerage, trading and custody services. TRUST SERVICES: First Republic Trust Company and First Republic Trust Company of Delaware LLC take a hands-on, personalized approach to a variety of trust services, managing sensitive matters with expertise, objectivity and thoughtful decision-making. Investment, Insurance and Advisory Products and Services are Not FDIC Insured, Not Guaranteed, and May Lose Value.
investment management services
trust services
brokerage services
financial planning
insurance services
financial services

Ana Santarina's Work History and Education

First Republic Private Wealth Management
Senior Registered Client Service Associate
2017 - Present
UBS
Registered Client Service Associate
2006 - 2017 • 11 years
Deutsche Bank
Sales Associate
2005 - 2006 • 1 year
Merrill Lynch
Client Service Officer
1999 - 2005 • 6 years

Frequently Asked Questions about Ana Santarina


What company does Ana Santarina work for?

Ana Santarina works for First Republic Private Wealth Management.

What is Ana Santarina's role at First Republic Private Wealth Management?

Ana Santarina's role at First Republic Private Wealth Management is Client Relationship Director.

What is Ana Santarina's email address?

Ana Santarina's email address is a**@firstrepublic.com.

What is Ana Santarina's business email address?

Ana Santarina's business email address is a**@firstrepublic.com.

What is Ana Santarina's HQ phone number?

Ana Santarina's HQ phone number is 8884080288.

What industry does Ana Santarina work in?

Ana Santarina works in the Financial Services industry.

Who are Ana Santarina's colleagues?

Ana Santarina's colleagues are Amanda Ricchiuti, Andrew Phillips, Brian Chinn, Brian Leman and more.
Client Relationship Director
Client Relationship Analyst
Wealth Manager, Managing Director
Financial Planner
Senior Managing Director

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