ZG

Zachary G.

Account Manager at M Science

Zachary G. has a diverse work experience in the financial industry. Zachary began their career as a Retirement Plan Intern at Sharkey, Howes & Javer in 2015. In 2016, they joined Vanguard as a Brokerage Associate. Zachary then moved on to FINRA (Financial Industry Regulatory Authority) in 2017, first as an Associate Examiner and later as an Examiner. Zachary joined M Science in 2020, where they held roles as a Research Sales professional and currently serves as an Account Manager.

Zachary G. earned a Bachelor's Degree in Finance, General from the University of Northern Colorado, from the year 2013 to 2015. In addition, they obtained the Series 63 certification from NASAA in July 2016 and the Series 7 certification from the Financial Industry Regulatory Authority (FINRA) in July 2016.

Links

Previous companies

Vanguard logo

Timeline

  • Account Manager

    August, 2022 - present

  • Research Sales

    November, 2020