Anne Gaul

Anne Gaul has a diverse work experience spanning several companies. Anne currently holds the role of IST Operations Team Lead at DataServ since April 2022. Prior to this, they worked as an IST Project Coordinator at DataServ starting from July 2020.

Before joining DataServ, Anne served as a Project Manager at BrandMuscle from October 2019 to March 2020. In this role, they provided exceptional service to clients, particularly in new client implementation management and onboarding. Anne also managed internal insights and analytics reporting projects, leading sprint planning meetings with the development team.

From June 2010 to August 2019, Anne worked at Cunningham & Associates, CPA's, Inc. as a Staff Associate. In this position, they delivered client services while maintaining best practices and meeting all requirements. Anne handled various bookkeeping and accounting functions, including financial statement processing, tax return preparation, and audit compliance, along with monthly/quarterly billings for clients in accounting and wealth management.

Prior to their role at Cunningham & Associates, Anne served as an Office Manager at Financial Advisor Resources, a Raymond James affiliate, from March 2008 to May 2010. Anne'sresponsibilities included arranging partner meetings, coordinating events and parties, and supporting team building efforts. Anne also drafted and reviewed financial plans, processed applications, and administered client investment accounts.

Before becoming an Office Manager, Anne worked as a Financial Assistant at Financial Advisor Resources from January 2006 to February 2008.

Overall, Anne Gaul possesses valuable experience in IST operations and coordination, project management, client services, accounting, and financial planning.

Anne Gaul attended Bowling Green State University where they pursued a Bachelor of Applied Science - BASc in Business Administration, with a focus on Marketing. Anne then went on to enroll at Indiana Wesleyan University, where they obtained a Master's degree. Further details about their field of study at Indiana Wesleyan University are not provided.