Zach Wenz
New York,NY
Summary
Motivated, driven, and well-rounded professional serving clients by providing financial advisory solutions across a variety of disciplines and backgrounds. Possesses exceptional communication, organization, problem-solving, and analytical skills to assist clients with their business needs.
Overview
3
3
years of professional experience
1
1
Certification
Work History
FINANCIAL ADVISORY CONSULTANT
MAZARS IN US
06.2022 - Current
- Performs buy-side and sell-side financial due diligence and quality of earnings data analyses.
- Performs asset-based and commodity-based lending field examinations and testing for companies across various industries and sectors.
- Performs valuation and audit assist services for middle-market companies.
- Performs market equity research across various industries.
- Performs data analysis, scenario analysis, sensitivity analysis, and other analytical-based disciplines to deliver solutions for clients.
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
FINANCE INTERN
LPL FINANCIAL
06.2021 - 08.2021
- Analyzed portfolios dealing with mutual funds.
- Researched stocks and funds on Zack's.
- Created multiple diversified portfolios on Morningstar.
- Proficient in market research, data compilation, and data organization..
Education
Bachelor of Science - Finance
Miami University
Oxford, OH05.2022
Skills
- Problem-Solving
- Client Relationships
- MS Office (Excel, Word, PowerPoint, Power BI)
- Work Planning and Prioritization
- Business Analysis
- Analysis & Evaluation
- Data Analytics
- Bloomberg
- Capital IQ
Certification
CFA LEVEL 1 CANDIDATE, 08/2024
Timeline
FINANCIAL ADVISORY CONSULTANT
MAZARS IN US
06.2022 - Current
FINANCE INTERN
LPL FINANCIAL
06.2021 - 08.2021
Bachelor of Science - Finance
Miami University
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