Zachary Cordelli

Zachary Cordelli is a Fixed Income Systems Analyst and Assistant Trader at Appleton Partners, Inc. since April 2020, where responsibility includes executing trades and analyzing various fixed income classes, utilizing platforms such as Investortools Perform Dealer Network, Bloomberg, and Tradeweb to optimize risk-adjusted portfolios. Previously, Zachary served as an Account Analyst at Service Management Group from July 2017 to April 2020, analyzing and presenting seasonal reports to Fortune 500 clients and leading the Client Insights team to create marketing presentations. Zachary also gained experience as a Private Equity Analyst at Granite Lake Partners in early 2016, conducting financial analysis and industry research for potential acquisitions. Earlier volunteer work as an Emergency Medical Technician with the West Redding Fire Department involved responding to emergency medical situations and providing patient care. Zachary holds a Bachelor's Degree in Finance and Operations and Technology Management from Boston University's Questrom School of Business and completed a Financial Modeling and Valuation Analyst Certification from the Corporate Finance Institute in 2019.