Zo B.

Zo B. has extensive experience in the financial industry, starting with their role as a Client Service Manager at Merrill Lynch from April 1994 to October 1997. They then worked at Morgan Stanley for over 15 years, serving as the Executive Director of Business Retirement Plans from October 1997 to March 2013. Following this, Zo B. joined UBS Wealth Management as part of the Institutional Consulting Business Review Unit from May 2013 to August 2015. Finally, they joined Hightower Advisors in August 2015 as the Director of Retirement Services.

Zo B. attended Stuyvesant High School and later enrolled at Binghamton University. However, specific details regarding degree names and fields of study are not provided.