William Z.

William Z. has extensive experience in the finance and investment sectors, currently serving as a Trust Officer and Investment Manager at Tri-Star Trust since February 2017. Prior roles at Tri-Star Trust include Investment Associate, Investment Assistant, and Relationship Assistant. William Z. began a career in wealth management with internships at RFM Financial Solutions LLC, FIM Group, SYM Financial Advisors, and Mantyla and Sabin Financial Services, and gained foundational experience at Chemical Bank as a Loan Service Center Clerk. William Z. holds a Bachelor's degree in Finance and Personal Financial Planning from Central Michigan University, obtained in 2016.