Zackary Keller
North Ridgeville,Ohio
Summary
Dynamic and results-driven student with experience at Fifth Third Private Bank, gaining knowledge in investment strategies and financial planning. Proven leader as Chapter President of Pi Kappa Phi, enhancing team collaboration and driving growth. Proficient in Microsoft Excel, with a strong focus on risk assessment and effective communication to achieve strategic goals.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Wealth Management Intern
Fifth Third Private Bank
Cleveland, OH
06.2025 - 07.2025
- Shadowed a current Investment Advisor daily
- Attended weekly meetings discussing Investment Strategies and Sales Goals
- Actively met with both Wealth and Commercial Advisors throughout the Private Bank to gain experience and knowledge
- Analyzed financial plans involving retirement planning, estate planning, and tax optimization strategies
- Learned and navigated different softwares such as E-Money and Morningstar
Chapter President
Pi Kappa Phi
Lexington, KY
10.2023 - 10.2024
- Spearheaded the re-founding of our chapter as we recruited 82 members during my term
- Directed one chapter meeting and executive council meeting per week
- Coordinated with committees to organize educational seminars, philanthropy events, and alumni relations.
- Monitored budget allocations for various projects and initiatives within the Chapter.
- Represented the Chapter at national conferences, university meetings, and other events.
Bag Room/Pro Shop Employee
Elyria Country Club
Elyria, OH
05.2023 - 08.2024
- Greeted members as they arrived to the club
- Staged carts and kept a clean, professional entrance area
- Billed member appropriately for tee times and pro shop purchases
- Ensured members' golf clubs were cleaned and carried out to their vehicles
- Stocked and maintained the driving range/practice area
Education
BBA - Finance
University of Kentucky
Lexington, KY05-2026
Skills
- Investment strategies
- Microsoft Excel
- Team collaboration
- Financial planning
- Risk assessment
- Effective communication
Certification
- Undergraduate Certificate in Financial Planning
Timeline
Wealth Management Intern
Fifth Third Private Bank
06.2025 - 07.2025
Chapter President
Pi Kappa Phi
10.2023 - 10.2024
Bag Room/Pro Shop Employee
Elyria Country Club
05.2023 - 08.2024
BBA - Finance
University of Kentucky
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