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, CA12.2013
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
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