Anthony Zeoli

About Anthony Zeoli

Anthony Zeoli is a seasoned financial services and technology professional with over 20 years’ experience. He is an accomplished SAFe Agile practitioner and certified Six Sigma Black Belt and PMP. Most recently at LPL Financial, he was a Service Delivery Lead and SAFe Agile Scrum Master delivering multiple integration solutions with CRM based products such as Salesforce, Dynamics, and Redtail. He also led a team developing an AWS based tool allowing Advisors to transfer Accounts to an Advisory Center, and led a journey mapping effort for project formation for advisor onboarding for senior executives. Previously, Anthony mapped out securities processing for managed accounts at TIAA. He held many roles at Bank of America/Merrill Lynch including: Senior Systems Analyst for Bank of America, producing systems requirements and use cases for their Online and Mobile Wealth Management applications; Project Manager supporting legal and compliance initiatives related to Dodd-Frank, the National Mortgage Settlement, and the Consumer Financial Protection Board mandates. Anthony was sought after to provide PMO and consulting services to senior executives for the Merrill Lynch/Bank of America merger and the TD Wealth Management merger of Banc North Investments and Commerce Capital Markets. Anthony held positions as Head of Technology Production Support and Program Manager for Merrill Lynch’s International Wealth Management Technology. He is an advocate for process improvement, innovation, and control. Anthony has a proven record liaising between business and technology partners to build solutions and resolve issues.Specialties: Global experience in Systems and Business Analysis, Project/Program Management, Change Delivery, IT Production and Ops support, Executive Consultancy, Process Engineering, and Training. Expertise in a variety of competencies including DMAIC, LEAN, Waterfall, and SAFe Agile. A demonstrated ability to work across technology and business organizations, understand their unique needs, break down barriers, and push solutions ahead.

Experience

1. VP, Principal Rte - Service, Support, Supervision, Compliance and Corporate Applications

   LPL Financial

   Jan 2025 — Present · Fort Mill, SC, US

   Provide Lead RTE support for the Service, Support, Supervision, Compliance and Corporate Applications technology domain. The domain consists or 4 RTEs and over 20 scrum teams with FTE, CW, and Offshore resources. Directly over the Service Train which has 10 scrum teams managing a suite of applications in for the advisor call center and well as marketing applications for advisors. Functiona as the assistant Portfolio Lead for the broader technology domain handling planning, finances, project and time tracking.

Education

• Manhattan University

  Masters, Electrical Engineering

  1982 — 1987