Zach Garfinkel has a diverse work experience in the finance and data science fields. Zach started their career as a Data Science Intern at Trilliant Health in 2020. In 2021, they worked as a Summer Associate at Berkeley Research Group LLC. The following year, in 2022, they served as an Investment Banking Summer Analyst at Raymond James. Later in 2023, Zach joined Harris Williams as an Investment Banking Analyst. Prior to their professional roles, they gained valuable experience as a Fund Manager at TAMID Group from 2019 to 2022.
Zach Garfinkel's education history includes a High School Diploma from Montgomery Bell Academy, which they obtained between 2013 and 2019. Currently, Zach is pursuing two bachelor's degrees simultaneously. Zach is studying Economics at the University of Virginia since 2019 and will complete it in 2023. Additionally, they are also enrolled in the UVA McIntire School of Commerce, where they are majoring in Accounting and Finance, which they will complete in 2023 as well. In terms of certifications, Zach has obtained the Series 79 Exam, Series 63 Exam, and the Securities Industry Essentials (SIE) certification. All of these certifications were obtained in 2023 from FINRA.
June, 2023 - present