Zachary Howard
Jacksonville,FL
Summary
Results-driven financial consultant adept at advising clients on employee benefits and retirement planning, directly impacting satisfaction and financial goals. Skilled in data interpretation and relationship building, ensuring the delivery of comprehensive financial solutions that drive long-term success.
Overview
7
7
years of professional experience
Work History
Junior Financial Consultant
Florida Financial Advisors
Jacksonville, USA
05.2025 - Current
- Oversaw and implemented financial decisions impacting client accounts to align with long-term financial goals
- Managed portfolio of individual clients, advising on employee benefits and retirement planning strategies to enhance client financial security
- Built and maintained client relationships through personalized financial guidance and ongoing support, fostering trust and satisfaction
Manager/Waitstaff
Stony Brook Yacht Club
Stony Brook, USA
08.2022 - 05.2025
- Reconciled nightly cash and distributed tipped wages to ensure accurate compensation for staff
- Prepared and organized end-of-day financial reports and revenue statements to provide clear financial insights
- Prepared and organized end-of-day financial reports and revenue statements
Accounting/Finance Intern
Oxbo International
Byron, USA
06.2024 - 09.2024
- Developed and implemented financial reporting system with company accounting software to enhance reporting accuracy
- Collaborated with leadership to evaluate financial strategies for mergers and acquisitions, informing key strategic decisions
- Analyzed financial data to support decision-making processes, contributing to improved operational efficiency
Manager/Chef
Andy's Pizzeria
Elba, USA
09.2019 - 08.2021
- Supervised daily operations, managing opening/closing procedures and kitchen workflow
- Supervised daily operations, including opening/closing procedures and kitchen management
- Led staff performance initiatives to enhance service quality and increase customer satisfaction
Education
Bachelor's of Arts - Economics
Stony Brook University
Stony Brook, NYSkills
- Financial Analysis
- Data Interpretation
- Microsoft Office (Excel, PowerPoint, etc)
- Client Relationship Management
- Organizational efficiency
- Problem Solving
- Leadership
- Problem Solving
- Accountability
- Effective Communication
- Conflict Resolution
Licenses
- SIE
- Series 6
- Series 63
- Series 65
Timeline
Junior Financial Consultant
Florida Financial Advisors
05.2025 - Current
Accounting/Finance Intern
Oxbo International
06.2024 - 09.2024
Manager/Waitstaff
Stony Brook Yacht Club
08.2022 - 05.2025
Manager/Chef
Andy's Pizzeria
09.2019 - 08.2021
Bachelor's of Arts - Economics
Stony Brook University