Zachary W.

Zachary W. has a diverse work experience starting from 2014. Zachary began their career as a Wealth Management Intern at UBS and later interned at Small Business Advisory Alliance and Collaberex, LLC in research and marketing roles. In 2016, they joined Westchester Angels as a Research Analyst Intern and returned to the company in 2022 as an Angel Investing Analyst. In 2017, Zachary was an Asset Liability Management Intern at Bayerische Landesbank. Zachary then worked as an Index Research Analyst at Roundhill Investments and as an Operations Associate at Morgan Stanley. Currently, they are working as a Lead Analyst in Mergers & Acquisitions at ReSource Pro.

Zachary W. completed their education at the College of Charleston from 2013 to 2018, earning a Bachelor of Science degree in Finance. Prior to that, they obtained their High School Diploma from Rye High School, where the field of study is unspecified. Zachary W. also holds two additional certifications: the FMI Foundations in Financial Modeling from the Financial Modeling Institute (FMI) and the Bloomberg Market Concepts Certificate from Bloomberg LP. The years in which they obtained these certifications are not specified.