Joseph Zellner
Firm Success Associate at The Ridgeback Group
- Role
- Firm Success Associate at The Ridgeback Group
- Location
- Wallingford, CT, US
- LinkedIn followers
- 500 followers
About Joseph Zellner
As a senior at Loyola University Maryland\'s Sellinger School of Business, I have built a strong foundation in Finance through hands-on experience as a Finance Intern at Thimble Island Private Wealth and Libra Asset management. I developed skills in operations, client communication, and document preparation while helping with financial reports and navigating the complexities of the financial markets.As a coach at Wesleyan University, I worked closely with my team to foster player development, build structured training programs, and mentor new athletes. Through this experience, I learned the importance of clear communication, strong leadership, and well-organized practices. I am eager to bring these skills to a professional setting and contribute meaningfully to a team’s overall success.
Experience
Firm Success Associate
Mar 2026 — Present · US
The Ridgeback Group supports independent wealth firms by providing strategic resources, operational support, and a high-performance, collaborative environment. The Firm Success Associate is an entry-level role focused on building relationships, onboarding firms, and improving efficiency across internal processes and client interactions. This position offers broad exposure to multiple areas of the business while ensuring smooth coordination, strong communication, and consistent follow-through.
Education
Loyola University Maryland – Sellinger School of Business
Bachelor of Business, Finance
Loyola University Maryland
Bachelor of Applied Science - BASc, Finance, General
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