Zachary S. currently serves as an Associate Wealth Planner at Corient, beginning in April 2024. Prior experience includes roles as a Portfolio Analyst and Registered Associate at Morgan Stanley, as well as a Client Service Associate. Zachary contributed as a GBS Sales Intern in Financial Services at TikTok, where responsibilities involved client interaction, deliverable creation, and data analysis to promote TikTok's products. Leadership experience includes serving as Vice President of the Law Economics and Politics Club. Prior positions also include Assistant Manager at UNTUCKit, where Zachary enhanced sales tracking and store performance, and a Summer Analyst at Synchrony, providing insights into finance and sales projects. Initial roles included internships at The Mom Project and retail positions at Lincoln Park Zoo and adidas. Zachary holds a Bachelor's degree in Finance from the Kelley School of Business at Indiana University.
This person is not in the org chart
This person is not in any teams
This person is not in any offices