Anna Zullo Email & Phone Number
Client Service and Operations Associate @ Augustine Asset Management
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Anna Zullo Location
- Jacksonville, FL, US
Anna Zullo Work
- Client Service and Operations Associate @ (December 2024 - Present)
- Entrepreneur and E-Commerce @ Self-employed (May 2018 - Present)
- Substitute Teacher @ (September 2022 - September 2024)
- GWIM Operations Team Manager @ (June 2015 - June 2017)
- Unit Investment Trust Team Supervisor @ (February 2013 - June 2015)
- Money Manager Services Operations Senior Representative @ (February 2012 - February 2013)
- Institutional Trading Senior Associate, Trade Services @ (July 2010 - February 2012)
- Dividend Distributions Senior Associate,Trade Services @ (July 2009 - July 2010)
- Client Reconciliation Associate, Alternative Investments @ (May 2008 - July 2009)
- Assistant Manager @ (September 2005 - May 2008)
Anna Zullo Education
- Jagiellonian University
Bachelor’s Degree (Teaching English as a Second or Foreign Language/ESL Language Instructor)
1998-2001
Anna Zullo Skills
- Account Reconciliation
- Analytical Skills
- Attention to Detail
- Auditing
- Back Office Operations
- Banking Operations
- Business Relationship Management
- Client Services
- Communication
- Corporate Actions
- Creative Problem Solving
- Customer Experience
- Customer Service
- Customer Service Management
- Customer Service Operations
- Data Analysis
- Data Entry
- Dividends
- Escheatment
- Finance
- Financial Analysis
- Financial Reporting
- Financial Risk
- Financial Services
- Financial Transaction Processing
- Financial Transactions
- Fraud Investigations
- Investment Management
- Investments
- KYC Verification
- Leadership
- Management
- Microsoft Excel
- Microsoft Office
- Middle Office Operations
- Mutual Funds
- Oral Communication
- Organization Skills
- Peer Relationships
- Problem Solving
- Product Management
- Project Coordination
- Project Management
- Research Skills
- Risk Management
- Settlement
- Solid Professional Standards
- Teaching
- Teamwork
- Time Management
- Trading
- User Acceptance Testing
- Wealth Management
- Workload Prioritization
- Operations Management
- Training
- Process Improvement
Anna Zullo Summary
- Anna Zullo, based in Jacksonville, FL, US, is currently a Client Service and Operations Associate at Augustine Asset Management. Anna Zullo brings experience from previous roles at Self-employed, ESS and Merrill Lynch. Anna Zullo holds a 1998 - 2001 Bachelor’s Degree in Teaching English as a Second or Foreign Language/ESL Language Instructor @ Jagiellonian University. With a robust skill set that includes Account Reconciliation, Analytical Skills, Attention to Detail, Auditing, Back Office Operations and more. Anna Zullo has 2 mobile phone numbers on RocketReach.
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Top Augustine Asset Management Employees
Jeffrey Bernardo
President and CEO
Jacksonville, FL, US
Brian Kahley
Director, Institutional Relationships
Boca Raton, FL, US
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