Zach B.

Zach B. has a diverse work experience history. Their most recent position was as a Customer Experience Representative at Purple Dot - The Waitlist Company, starting in 2022. Prior to that, they worked at Robinhood as a Customer Experience Representative from 2021 to 2022, where they were selected to lead and coach new hires and developed expertise in financial knowledge and product understanding.

Before Robinhood, Zach worked at Wells Fargo Advisors as a Trading Service Representative from 2020 to 2021, assisting with money movements and obtaining licenses. Zach also worked as a Server at the United States National Whitewater Center from 2018 to 2021, and as an FP&A Intern at Compass Group USA in 2019.

Additionally, Zach gained experience as an Analyst Intern at ParkSouth Ventures in 2019, where they researched potential investment targets and created a database of prospects. Zach also worked as a Workforce Development and Economic Growth Intern at the Charlotte Regional Business Alliance in 2018.

Zach B. completed their Bachelor of Science degree in Economics at the University of North Carolina at Charlotte from 2016 to 2020. Additionally, they hold certifications in Series 63 and Series 7 from FINRA, although the specific dates of obtaining these certifications are not provided.