Zachary Howard
New Castle,PA
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Investment Advisor Representative
Cambridge Investment Research
Boardman, OH
01.2023 - Current
- Deliver financial advice to clients, present strategies to achieve short and long-term objectives/goals for retirement, investment, insurance, tax, business, and estate planning.
- Analyzed financial data to provide reports to clients.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Gathered data and built financial models around key metrics.
- Expanded client base by actively participating in networking events and leveraging referrals from existing clients.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
Corner Marshal
Pittsburgh International Race Complex
Wampum, PA
07.2020 - 03.2024
- Communicate with patrons, serve as a member of the team, and ensure the safety of the staff and visitors.
- Relay information quickly and effectively in response to accidents and emergencies.
- Provide visual and verbal communication to drivers on the track and track control.
Student Assistant
Youngstown State University Honors College
Youngstown, OH
04.2019 - 02.2021
- Provided excellent customer service to students and staff at the front desk, addressing inquiries and concerns promptly.
- Led campus tours for prospective students, served on panels for recruitment events, answered questions and wrote letters to prospective students.
- Enhanced office efficiency by organizing and maintaining files, records, and resources.
- Helped with administrative support by managing incoming calls, coordinating files, and sorting mail.
Teaching Assistant
Youngstown State University Honors College
Youngstown, OH
08.2019 - 01.2021
- Evaluated student performance through regular assessments, tracking progress and adjusting instructional strategies as needed.
- Actively participated in departmental meetings, collaborating with colleagues to identify areas for improvement within the school community.
- Contributed to the development of new curriculum materials, enhancing the quality of instruction within the department.
Education
MBA - Business Administration And Management
Youngstown State Univeristy
Youngstown, OH12.2022
Bachelor of Science - Biology
Youngstown State University
Youngstown, OH08.2021
Skills
- Wealth Management
- Financial planning
- Financial Analysis
- Investment strategies
- Research and due diligence
- Client Relations
- Expertise in Excel
- Honesty and Integrity
- Risk Management
Certification
SIE, Series 7 License
Series 66 License
Life Insurance License
Timeline
Investment Advisor Representative
Cambridge Investment Research
01.2023 - Current
Corner Marshal
Pittsburgh International Race Complex
07.2020 - 03.2024
Teaching Assistant
Youngstown State University Honors College
08.2019 - 01.2021
Student Assistant
Youngstown State University Honors College
04.2019 - 02.2021
MBA - Business Administration And Management
Youngstown State Univeristy
Bachelor of Science - Biology
Youngstown State University