Zachary Martin
North Miami,FL
Summary
Personable and analytical professional with a solid foundation in financial principles and investment strategies. Possess expertise in market analysis and portfolio management.
Overview
6
6
years of professional experience
Work History
Portfolio Analyst
Sound Income Strategies
03.2025 - 02.2026
- Managed a diverse array of accounts, ensuring optimal asset allocation for clients with varying risk tolerances and objectives.
- Assisted Portfolio Managers with due diligence and portfolio maintenance.
- Continuously improved operational efficiency within the firm through participation in internal process improvement initiatives.
Licensed Real Estate Agent
Keller Williams Hudson Valley United
05.2023 - 05.2025
- Maintained a comprehensive understanding of local real estate market trends, enabling expert guidance for clients'' decision-making processes.
- Prepared all necessary documents related to real estate transactions, ensuring compliance with legal requirements and industry standards.
- Built lasting relationships with fellow agents, brokers, attorneys, inspectors, and other industry professionals to create an extensive professional network that benefited clients
Junior Financial Consultant
Florida Financial Advisors
12.2023 - 03.2025
- Developed comprehensive financial plans for clients to achieve their long-term financial goals, resulting in increased client satisfaction.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Leveraged technology to optimize data analysis capabilities, enhancing the accuracy of investment recommendations provided to clients.
- Worked closely with colleagues to establish best practices for managing client relationships, improving overall team effectiveness.
Assistant Team Member
ERA Meloi Realty
08.2020 - 05.2022
- Assisted clients in home staging and overall preparation for real estate sales process
- Processed applications and paperwork in accordance with state and federal laws.
- Streamlined property listing process for increased efficiency, utilizing MLS systems and various real estate websites.
Education
Bachelor of Science - Finance And BIS
University of Pittsburgh
Pittsburgh, PA05-2024
Activites
Pitt Men's Competitive Soccer Club
- Quickly Adapted to new play-style
- Work as a team to achieve a flawless season in 2021
Panther Equity
- Became Proficient in operating the Bloomberg Terminal
- Participated in the Chicago Quantitative Alliance Investment Competition
Saint Thomas Aquinas Men’s Soccer Team
Division II East Coast Conference, Goalkeeper
- Boosted team morale when doubts rise
- Commanded the defensive players during high intensity situations
Port Jervis High School Soccer Coach
Goalkeeper Coach
- Patiently worked with kids ranging from 7th-12th grade developing their skills
- Constructed a 4-day training regimen to tackle different obstacles keepers face
Timeline
Portfolio Analyst
Sound Income Strategies
03.2025 - 02.2026
Junior Financial Consultant
Florida Financial Advisors
12.2023 - 03.2025
Licensed Real Estate Agent
Keller Williams Hudson Valley United
05.2023 - 05.2025
Assistant Team Member
ERA Meloi Realty
08.2020 - 05.2022
Bachelor of Science - Finance And BIS
University of Pittsburgh