Zach Broyles

Zach Broyles is a seasoned finance professional currently serving as Vice President of Client Success at Capitaliz since December 2022, where responsibilities include conducting income valuation and guiding SaaS product strategy. With a freelance career beginning in 2013, Zach has provided financial modeling and advisory services to local businesses and family offices, demonstrating expertise in real estate development and risk management. Previous roles include leadership positions at Flywheel Capital as Head of Strategic Development & Client Engagement, FlexMOD Solutions in various sales capacities, and BNY Mellon as Vice President and Wealth Director. Educational qualifications include a Master of Science in Finance & Risk Management from the University of Colorado Denver and a Bachelor of Science in Marketing with a Finance emphasis from the University of Idaho.