Operations Associate
Jaqlyn Lullo is an Operations Associate with over a decade of experience in financial services. She provides operational support and assists with account administration to ensure a smooth and efficient client experience. Jaqlyn’s responsibilities include implementing portfolio recommendations, money movement, trading, processing account applications, and handling private equity subscription documents.
Prior to joining Paul Comstock Partners, Jaqlyn held key roles in tax accounting, financial planning, and client services, developing a strong foundation in the financial services industry.
Outside of work, Jaqlyn enjoys spending time with her friends and family, traveling, and staying active.