Zach Lancaster

Zach Lancaster is a finance professional with diverse experience in client service and operations within the financial sector. Currently serving as a Custody Operations Analyst at AssetMark since March 2022, Zach oversees income processing and conducts efficiency analyses to enhance productivity. Previously, Zach worked as a Client Service Representative at Northern Trust Corporation and as a Bank Teller at Wells Fargo, where responsibilities included managing customer transactions and leading financial literacy initiatives. Early in the career, Zach gained experience through roles at Zodiac Pool Systems, Invest Like The Street, and Northwestern Mutual, focusing on forecasting models, financial analysis, and client evaluations. Zach holds a Bachelor's degree in Finance from California State University San Marcos.