Anna Marie Rogers
AREAS OF EXPERTISE
Anna Marie Rogers is the Client Relationship Manager for WJM and Salvus Wealth Management. Anna Marie has over 25 years of experience in CPA firm administration. Anna Marie is the liaison for WJM's high network clients, and is an integral part of the office group.
As the Client Relationship Manager, Anna Marie nurtures long-term relationships with our clients including identifying our clients’ needs and expectations. Prior to becoming the Client Relationship Manager, Anna Marie served as the Office Manager at WJM. In this role, Anna Marie provided banking and billing assistance for clients and helped develop protocols concerning record keeping, travel and scheduling coordination and billing. She led the administration team and was integral in the firm’s daily operations.
Anna Marie started her career with a medium-sized accounting firm in Asbury Park, NJ in 1985 as a receptionist and worked her way up through the firm to become the executive administrative assistant in the Management Advisory Services division. She was then the office manager at a consulting firm in central NJ before joining Woolston, Koerner & Co. LLC in 1998.
As the Client Relationship Manager, Anna Marie nurtures long-term relationships with our clients including identifying our clients’ needs and expectations. Prior to becoming the Client Relationship Manager, Anna Marie served as the Office Manager at WJM. In this role, Anna Marie provided banking and billing assistance for clients and helped develop protocols concerning record keeping, travel and scheduling coordination and billing. She led the administration team and was integral in the firm’s daily operations.
Anna Marie started her career with a medium-sized accounting firm in Asbury Park, NJ in 1985 as a receptionist and worked her way up through the firm to become the executive administrative assistant in the Management Advisory Services division. She was then the office manager at a consulting firm in central NJ before joining Woolston, Koerner & Co. LLC in 1998.
EDUCATION & MEMBERSHIPS
- The Stuart School of Business Administration – Executive Secretarial Diploma
- National Social Security Advisor
- CPA Firm Management Association
- Society for Human Resource Management
- St. Rose High School Parent Teacher Association – Former Legislative and Licenses Chair