Zachary Carter

Zachary Carter is a finance and economics graduate from the University of Wyoming, where valuable experience in portfolio management and involvement in the Financial Management Association were gained. Currently, Zachary serves as a Mutual Fund Access Administrator at Vanguard, where responsibilities include monitoring mutual fund trades and resolving complex issues to meet regulatory requirements. Previous roles at Vanguard include Licensed Representative and Asset Transfer Specialist, emphasizing client assistance in investment account management and asset transfers. Additional experience includes business development and marketing at Engel & Völkers Jackson Hole, along with an internship in real estate sales and marketing. Prior retail experience at Ralph Lauren equipped Zachary with skills in customer relations, merchandise management, and team leadership.