Ana Nunes Spivak serves as a Client Operations Specialist, where she is instrumental in creating a seamless onboarding process for our clients, as well as meticulously addressing account needs.

Her years of client experience enable her to provide an exceptional level of professionalism and personalization. Her careful management and commitment to relationship building is a result of more than 20 years in the financial and banking industries.

In her most recent role as an operations specialist at Cambridge Trust Savings Bank, she was responsible for the management and maintenance of client accounts and relationships. She served as a senior banking specialist at Middlesex Savings Bank and an Assistant Manager at Sovereign Bank, where she honed her understanding of the financial world, and learned the importance of security and attention to detail.

Ana received her Bachelor of Architecture from the University of Taubate in Brazil. Originally from Sao Paulo, Brazil, she moved to the U.S. in 1995, where she learned English in addition to her preexisting Spanish and Portuguese fluency. She lives in Burlington, MA with her husband and her two dogs. She enjoys traveling, spending time outdoors, and exercising (especially dancing) as a certified Zumba instructor. Ana is a devoted philanthropist and supports the ASPCA and Cancer Society Research.