Ana Nunes Spivak joined Shepherd Financial Partners in 2023 as a Client Service Specialist. Ana is responsible for on-boarding new clients for a seamless transition to working with our team.
Prior to joining Shepherd Financial Partners, Ana had been in the banking industry for more than 20 years. She started her carrier in banking as a teller after relocating from Brazil. Working as an entry level teller enabled Ana to refine her English and learn the grass roots of the industry. Ana worked her way up in the banking system to become an Assistant branch manager. Ana’s most recent banking role was at Cambridge Trust Bank, where she worked as an Operation Specialist. Ana primary responsibility was for managing and maintaining clients’ accounts and providing a superior service to all clients.
Her years of client experience allow her to provide a level of exceptional professionalism when conducting business with our clients. She is resourceful, dedicated and always willing to help our clients with an array of needs.
Ana has a BA in Architecture from University of Taubate- Sao Paulo, Brazil. She lived in Natick, MA since she arrived in this country, until recently moving to Burlington, where she resides 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.