As a Client Relationship Analyst, Zach works closely with the Partners and Client Relationship Managers and is responsible for preparing account reviews and other reports for client review meetings.
Zach began his full-time career with our Team after working as a Planner Assistant while attending college.
Zach began his full-time career with our Team after working as a Planner Assistant while attending college.
Education and Certifications Bachelor’s degree in Business Administration from Towson University Series 7 securities registered
