Anna M. Haney

“All you need is love. But a little chocolate now and then doesn’t hurt.” Charles M. Schultz

Anna M. Haney – Vice President, Director of Operations, OSJ

Ms. Haney is responsible for developing and overseeing Medallion Wealth Management’s operations, procedures, and policies. Since managing the operational launch of the company in 2013, her roles have expanded to include compliance and trading supervision, financial reporting, and human resources. She is also the branch OSJ (Office of Supervisory Jurisdiction).

Anna brings 15 years of experience in back office operations and compliance, including her previous position as the Director of Operations for a Pittsburgh-based financial services firm. Prior to her career in financial services, Anna worked in research and analysis at Crown Castle and Tournament Turf Laboratories, Inc.

Ms. Haney is an alumna of Malone University. She holds the Series 7, 24, 66 and 99 security registrations.

Ms. Haney’s email address is

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