Women in Wealth Awards 2016

Women in Wealth Awards 2016 14 Best Mortgage File Assessments Business Leader - USA Bankers Advisory, a CliftonLarsonAllen LLP Division, provides mortgage file assessments, consulting and training to banks, thrifts, credit unions and mortgage bankers throughout the United States. We invited Principal and Founder Anna DeSimone to talk us through her role in the firm’s success. Bankers Advisory was founded in 1986 as an educational consulting company servicing the mortgage industry, and was acquired by CliftonLarsonAllen LLP, a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help enhance its clients’ enterprise value, in 2014. Anna discusses her role in the company and how her previous experience helped her in her role. “As founder and CEO of Bankers Advisory, my role from 1986 was managing and growing the firm. As a former banker working in the residential mortgage area, I understood the challenges of regulatory compliance changes and built Bankers Advisory as a firm to help banks maintain compliance with those changes.” Under the direction of CLA, Bankers Advisory has grown and continues to serve nearly 150 financial institutions nationally. For Anna the future is equally bright, as her role as publisher of a compliance newsletter and a series of best practices guidebooks has been very rewarding and will continue post-retirement. Anna, who is proud of the successful career she has forged for herself in the financial industry, is eager to see more women succeed in this environment going forward. “On a global basis we have so many accomplished female leaders who serve as role models to women in finance. They continue to inspire us and I am truly proud to be among their ranks. I feel the strongest attribute a woman can have is industry knowledge. True confidence is built upon learning and experience, and that takes time. But once achieved, women can soar to great heights. “Moving forward, I would like to see more training and education offered by financial institutions for women so that they can succeed, and I believe that this training should be linked to benchmarked goals and rewards. People need to know where they are going in a job and they need to visualize their career path. At Bankers Advisory, we have WW160001 Company: Bankers Advisory, a CliftonLarsonAllen LLP Division Name: Anna DeSimone Email: [email protected] Web Address: www.bankersadvisory.com Address: 131 Hartwell Avenue, Suite 300, Lexington MA 02421 Telephone: 781-402-6400 a large staff of female attorneys and former bankers. CliftonLarsonAllen is a career-building firm with a compelling infrastructure for recognizing talent and empowering people toward individual achievement.” Bankers Advisory Founder Anna DeSimone, with Chief Operating Officer Marissa Blundell, J.D.

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