Anh (Anny) Nguyen, CIMA®, ChFC®, brings more than six years of financial services experience to Dynamic’s Portfolio Services team as Portfolio Support Lead. In her role, Anny is responsible for investment proposals, portfolio implementations, rebalancing, cash management and risk management. She serves as the relationship manager for the Portfolio360 platform as well, delivering top-tier services to advisors. Beginning her career in the financial services industry, Anny worked at Merrill Lynch and a small wealth management firm where she developed the expertise she brings to Dynamic. She earned a Bachelor of Business Administration in Finance and Financial Planning with a minor in Economics from the University of North Florida. She then continued her financial education by passing the Securities Industry Essentials (SIE) exam and obtaining her Series 7 and Series 66 licenses. Living in Jacksonville, Fla., Anny enjoys traveling, cooking, outdoor activities and spending time with her family’s dog.