Zak M.

Zak Middleton is a seasoned professional in customer success and financial planning, currently serving as a Senior Customer Success Manager at YCharts since July 2021. Prior experience includes roles as a Customer Success Manager at YCharts and a Financial Planning Specialist at Northwestern Mutual from January 2018 to July 2021, where responsibilities involved client retention and generating new planning opportunities. Zak also worked as a Financial Advisor and Financial Representative at Northwestern Mutual and Cooper's Hawk Winery and Restaurants, respectively. Zak holds a Bachelor of Arts degree in English Language and Literature from North Central College, earned between 2012 and 2016.