Robin VanBurik - Client Services
and New Accounts
Robin VanBurik is the Service Manager of Ancora's broker dealer and
works closely with Ancora Advisors to assure that new managed and
mutual fund client accounts are setup to receive the service levels
required by the customer. In addition, Mrs. VanBurik is responsible for
processing day to day business in customer accounts, depositing funds,
IRA Rollovers, wire requests, and other special transactions.
Mrs.
VanBurik is Ancora's key customer contact. Whether a client requires
online access, or has special needs with regard to legal paperwork,
Mrs. VanBurik will make certain that documents and
transaction
requests are processed correctly. Mrs. VanBurik also works closely with
Ancora Securities clearing entities to solve problems if they arise.
Mrs.
VanBurik also provides valuable assistance fulfilling to Ancora
Securities regulatory requirements, maintaining customer and broker
dealer records, and working closely with Ancora's compliance department
to assure that compliance requirements are fulfilled when dealing with
customer accounts.
Prior to joining Ancora, Mrs. VanBurik was an
Assistant Vice President and Operations Manager with Maxus Investment
Group, where she lead her team working with institutional trading desks
and the account services group of the securities clearing
firm.
Mrs. VanBurik was named Vice President of Trading and Operations in
1999.
Mrs. VanBurik earned a B.A. in Humanities from John
Carroll University. She is a member of the NASD Series 55 Review
Committee, and a registered General Principal.
