Summary
Overview
Work History
Education
Skills
Interests
Timeline
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Zach Horton

Seattle,WA

Summary

Motivated professional with a strong background in customer service, team leadership, and operational excellence, seeking to transition into wealth management. Skilled in handling complex, fast-paced environments with accuracy and care. Passionate about financial planning and committed to delivering a high level of service in a collaborative, client-focused team.

Overview

9
9
years of professional experience

Work History

Coffee Shop Manager

Herkimer Coffee
05.2021 - 08.2024
  • Led daily operations at high-volume café; upheld high standards in service and quality.
  • Hired and trained staff; managed scheduling, inventory, cash handling, and deposits.
  • Resolved employee and customer concerns with professionalism and tact.
  • Balanced operational efficiency with attention to detail during peak periods; oversaw total revenue growth of 20 percent during tenure as manager.

Barista

Herkimer Coffee
11.2017 - 05.2021
  • Delivered exceptional service under pressure; ensured consistent beverage quality.
  • Anticipated guest needs and built strong customer relationships.

Wine Bartender & Barista

Space Needle LLC
11.2015 - 01.2017
  • Managed solo bar operations; served diverse clientele with product expertise.
  • Maintained accuracy and poise in high-traffic, high-stakes environment.

Education

Bachelor of Arts - Communications

University of Washington
Seattle, WA
06-2020

Skills

  • Client Service
  • Operations Management
  • Task Prioritization
  • Microsoft Office (Excel, Outlook, Word, PowerPoint)
  • CRM Familiarity (learning Salesforce/Tamarac)
  • Conflict Resolution
  • Team Leadership
  • Written & Verbal Communication

Interests

Independent Study - Wealth Management & Financial Planning

  • Researched RIA models, retirement planning, and client portfolio basics
  • Conducted informational interviews with advisors; developing Excel and CRM skills

Timeline

Coffee Shop Manager

Herkimer Coffee
05.2021 - 08.2024

Barista

Herkimer Coffee
11.2017 - 05.2021

Wine Bartender & Barista

Space Needle LLC
11.2015 - 01.2017

Bachelor of Arts - Communications

University of Washington

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