SENIOR ASSOCIATE, CLIENT SERVICE

Mouna Annazri, CRPC, FPQP


Mouna is a Senior Associate on the TwinFocus Client Service Team. She provides a high-touch and personalized approach delivering exceptional service to TwinFocus’ multigenerational families and assists with their day-to-day family office needs. In delivering on the TwinFocus total balance sheet solution, she works closely with the firm’s Client Advisory and Investment teams to understand the unique financial goals and execute on those objectives in a proactive manner.

SENIOR ASSOCIATE, CLIENT SERVICE

Mouna Annazri, CRPC, FPQP


Mouna is a Senior Associate on the TwinFocus Client Service Team. She provides a high-touch and personalized approach delivering exceptional service to TwinFocus’ multigenerational families and assists with their day-to-day family office needs. In delivering on the TwinFocus total balance sheet solution, she works closely with the firm’s Client Advisory and Investment teams to understand the unique financial goals and execute on those objectives in a proactive manner.

HISTORY


Mouna has nearly two decades of experience in the financial services industry. Before joining TwinFocus, she delivered wealth and project management solutions at regional firm.  Throughout her career, Mouna developed an extensive and diverse knowledge of retail and commercial banking, corporate credit, and wealth management services.

EDUCATION


Mouna is a Certified Retirement Planning Counselor and a Financial Paraplanner Qualified Professional. She completed the Financial Planning Association’s externship.  Mouna graduated from Isfolec: BBA: Institut Superieur De Formation aux Techniques de Gestion- Morocco, and holds an Associate’s degree from the University Abdelmalek Essaadi Faculte des Science Juridique, Economiques, et Social.

OUTSIDE THE OFFICE


Mouna enjoys spending time with her two sons, hiking, practicing yoga, jogging, and camping. Also, she is passionate about providing financial literacy workshops for various nonprofit organizations, such as Invest in Girls, Massachusetts Office of Refugees and Immigrants, Budget Buddies, and Lynn Correctional Center.