Ann Acosta
About Ann Acosta
Ann Acosta is a Senior Bilingual Account Manager at Sallie Mae, where she has worked since 2010. She has extensive experience in account management and asset allocation, having previously held positions at HSBC Private Bank and JP Morgan Private Bank.
Work at Sallie Mae
Ann Acosta has held the position of Sr Bilingual Account Manager at Sallie Mae since 2010. In this role, she utilizes her bilingual skills to manage client accounts effectively. Her responsibilities include ensuring that customer needs are met and that services are delivered in a timely manner. She operates from the Dover, Delaware area and has contributed to the company's mission of providing financial solutions to students and families.
Previous Experience at HSBC Private Bank
Prior to her tenure at Sallie Mae, Ann Acosta worked at HSBC Private Bank as a Bilingual Team Lead from 2007 to 2010. In this position, she was responsible for leading a team and organizing workflow to meet industry standards and customer demands. Her experience in this role helped her develop strong leadership and communication skills.
Experience at JP Morgan Private Bank
Ann Acosta has significant experience at JP Morgan Private Bank, where she managed the movement of over $50 billion in securities across various asset classes. Her role involved coordinating incoming transfers, analyzing account transfer documents, and monitoring client accounts for asset receipt. She maintained an effective network of contacts to enhance the efficiency of the client account transfer process.
Education and Expertise
Ann Acosta studied at Wilmington University, where she earned a Bachelor of Applied Science (B.A.Sc.) in Business, Management, Marketing, and Related Support Services from 2008 to 2014. Her educational background provides her with a solid foundation in business principles, which she applies in her current and previous roles in account management and financial services.
Current Role at JPM Asset Management
Since 2016, Ann Acosta has been working as an Asset Allocation Analyst at JPM Asset Management in the Dover, Delaware area. In this role, she analyzes asset allocation strategies and contributes to the management of client portfolios. Her expertise in financial analysis supports the firm's objectives in asset management.