Anna Wainstein Balagula
About Anna Wainstein Balagula
Anna Wainstein Balagula is a Support Specialist at Unit, based in New York, with expertise in embedding financial features into products and strong skills in SQL and Tableau. She has a background in law and economics, along with extensive experience in customer service and financial advisory roles across various organizations.
Work at Unit
Anna Wainstein Balagula has been employed at Unit as a Support Specialist since 2022. In this role, she focuses on embedding financial features into products, leveraging her expertise in the financial services sector. Her position involves orchestrating customer onboarding journeys, where she educates and enables clients on best practices. This work is crucial for enhancing user experience and ensuring clients can effectively utilize Unit's offerings.
Education and Expertise
Anna studied at Bar-Ilan University, where she earned a Master of Arts degree in Legal Studies from 2010 to 2011. She also holds a Bachelor's degree in Economics from The Academic College of Tel-Aviv, Yaffo, completed between 2006 and 2009. Her educational background supports her expertise in financial services, particularly in embedding financial features into products. She possesses strong skills in SQL and Tableau, which are essential for data analysis and visualization.
Professional Background
Anna has a diverse professional background in the financial services industry. She worked at Excellence Nessuah Investment House Ltd as a Customer Service Specialist from 2008 to 2009 and later as a Wealth Management Advisor from 2009 to 2017. She also served as a Pension Funds Sales Manager at The Israeli Phoenix from 2017 to 2019. Her experience includes a role as a Client Service Officer at Bank Leumi USA from 2020 to 2022, where she focused on commercial banking within the International & Technology Group. Earlier in her career, she was a Network Control Inspector in the Israel Defense Forces from 2002 to 2004.
Skills and Competencies
Anna demonstrates strong communication and interpersonal skills, which are vital for building and maintaining strategic client and partner relationships. Her passion for FinTech and technology drives her work in the financial services sector. She has a proven track record of orchestrating customer onboarding journeys, focusing on educating clients on best practices and enhancing their overall experience.