Adam Zell

Adam Zell, CFA has a diverse work experience spanning across various industries. In 2017, they became the Chief Financial Officer at ResinTech, where they successfully raised $117M in debt capital without giving up equity or warrants, and also refinanced project debt during COVID-19, saving millions in annual interest. Prior to this role, in 2016, they served as the Director of Finance and Strategy at ResinTech, spearheading strategic initiatives and securing $138.8M in state tax incentives for the construction of a new factory. Adam also showcased their financial expertise as the Director of Finance at ResinTech from 2014 to 2015, where they implemented automation and capital allocation strategies to drive growth. Before their time at ResinTech, they founded and sold a self-serve frozen yogurt food truck franchise called Gozen Yogurt. As a Financial Advisor at Morgan Stanley Smith Barney and Edward Jones, they successfully raised assets from retail investors by optimizing retirement plans and reducing business owner costs. Additionally, Adam gained experience as a Mutual Fund Analyst at Morningstar, where they analyzed over 100 mutual funds for retail investors. Throughout their career, they have demonstrated excellent sales and negotiation skills, earning top sales awards and securing major accounts with national chains. Adam Zell's work experience clearly highlights their ability to drive growth, achieve financial milestones, and effectively implement strategic initiatives.

Adam Zell, CFA holds a BA degree from Duke University, where they studied Political Science, Markets, and Management Studies. Adam also attended The Wharton School, although the specific degree obtained is not mentioned. At The Wharton School, they focused their studies on Corporate Finance, Financial Accounting, Gamification, Marketing, and Operations Management. Additionally, Adam Zell, CFA received the Chartered Financial Analyst (CFA) charter from the CFA Institute in October 2014. Adam also completed SQL Training at Udemy in January 2014.