Overview
Work History
Education
Skills
Timeline
Generic

Zachary Stuart

Irvine,CA

Overview

8
8
years of professional experience

Work History

Licensed Loan Officer

LoanDepot
Irvine, CA
07.2021 - Current
  • Top 5% in total sales
  • Originated, reviewed, processed, closed and administered customer loan proposals.

VP of Investments

JPMorgan
South Orange County, CA
12.2017 - 02.2021
  • Top performer in managed sales, revenue growth, net new money, and first time investors 2018, 2019, 2020
  • Created customized financial plans for high net worth clients in South Orange County
  • Performed cross selling to mortgage and small business partners

Financial Solutions Advisor

Merrill
Rancho Santa Margarita, CA
09.2016 - 12.2017
  • Top performer in new accounts and net new money 2017
  • Create customized financial plans for Bank of America clients
  • Performed cross selling to mortgage and small business partners

Financial Consultant

AXA
Los Angeles, CA
12.2013 - 09.2016
  • Specialized in company 401ks
  • Restructured retirement plans to reduce fees, and optimize investment opportunities for employees

Education

Bachelor of Arts - Business Law, Political Science

University of Southern California
Los Angeles, CA
12.2013

Skills

  • NMLS SAFE Exam Pass
  • Mortgage Licensed in 12 States
  • Series 7
  • Series 66
  • California Life and Health

Timeline

Licensed Loan Officer

LoanDepot
07.2021 - Current

VP of Investments

JPMorgan
12.2017 - 02.2021

Financial Solutions Advisor

Merrill
09.2016 - 12.2017

Financial Consultant

AXA
12.2013 - 09.2016

Bachelor of Arts - Business Law, Political Science

University of Southern California
Zachary Stuart