Canterbury Consulting
Joel Zambrano is a seasoned professional with extensive experience in project management and performance analytics. Currently serving as Project Manager at Canterbury Consulting since September 2015, Zambrano plays a critical role in providing consulting services to a diverse range of tax-exempt organizations. Previously, Zambrano worked as Performance Manager while self-employed and held multiple positions at Canterbury Consulting, including Project Manager, Manager of Analytics, and Analyst. Notably, in the role of Manager of Analytics, Zambrano oversaw hiring, training, and performance reviews within the analytics department. Earlier career experience includes a position as Logistics Manager at Gap Inc., where responsibilities encompassed logistics management and employee development. Zambrano holds a Bachelor of Arts degree in Economics from UC Irvine.
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Canterbury Consulting
Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA. Canterbury provides consulting services to tax-exempt organizations, including community foundations, educational endowments, religious organizations, arts and cultural foundations and health care organizations, as well as individuals and family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s goals. Canterbury acts as the investment office for its diverse clients and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement. Named one of the Best Places to Work in Money Management by Pensions & Investments and one of the Best Places to Work in Orange County by the Orange County Business Journal in 2020, Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. Learn more about Canterbury at www.canterburyconsulting.com.