Zachary McGrath

Zachary McGrath has a diverse work experience spanning over several years. Zachary started their career at T. Rowe Price Investment Services, Inc in 1997, where they served as a Retail Associate, providing sales and service support for the company's mutual funds. Zachary then moved on to become a Personal Services Client Manager, responsible for managing relationships with over 1000 high net worth clients and guiding them through investment decisions and strategies.

In 2004, McGrath transitioned to T. Rowe Price Advisory Services, Inc as an Advisory Client Manager, where they advised high net worth clients on portfolio strategy and retirement income analysis. Zachary actively assisted clients with fund selection, accumulation plans, drawdown plans, and portfolio analysis.

In 2008, McGrath joined LCG Advisors as a Field Examiner, performing due diligence engagements on behalf of lenders and managing consulting engagements for lending institutions, analyzing the books and records of corporate borrowers. In 2014, they took on the role of Director at LCG Advisors, where they oversaw a team of Field Examiners, provided feedback and evaluations, and engaged in strategic planning.

Throughout their career, McGrath has gained extensive knowledge in portfolio management, retirement planning, asset diversification, and consultative sales discussions.

Zachary McGrath has a strong education background in economics and finance. Zachary obtained their Bachelor of Arts degree in Economics from Wake Forest University, where they studied from 1993 to 1997. Later, they pursued a Master of Business Administration (MBA) degree with a specialization in Finance from the University of Tampa - John H. Sykes College of Business. Zachary completed their MBA program from 2005 to 2007.

In addition to their formal education, Zachary McGrath has also obtained several certifications to enhance their skills and knowledge. Zachary acquired the following certifications from LinkedIn: "Consulting Foundations: Client Management and Relationships" in July 2022, "Building a Better To-Do List" in June 2022, "Excel: Productivity Tips" in June 2022, "Excel: Using Dynamic Array Functions (Office 365/Microsoft 365)" in June 2022, and "Smartsheet Essential Training" in June 2022. Prior to that, in September 2021, they completed the certification titled "Audit and Due Diligence: Priorities and Best Practices" from LinkedIn.

Based on the provided information, it can be inferred that Zachary McGrath is dedicated to continuous learning and professional development, constantly seeking to expand their skills in various areas.