Barrett Financial Group LLC
Zach Barrett is an experienced finance and strategy professional currently serving as Chief Strategy Officer and Mortgage Loan Originator for Barrett Financial Group LLC since May 2022, and also as Chief Financial Officer for Barrett Capital Group since October 2023. Prior roles include M&A Transactions Advisory Analyst at Deloitte from June 2021 to August 2023, Private Equity Associate at SageLink Capital in 2020, and various analyst positions at IndustryPro and Battery Ventures. Zach began his career as a Sales Representative at Edge - Pest Control & Lawn Care and co-founded AtoZ Window Cleaning. Zach holds a Bachelor of Science degree in Accountancy from the Brigham Young University Marriott School of Business, completed in 2022.
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