Heather Zack has been working as a Team Lead, Advanced Planning in Commonwealth Financial Network since 2019. Moreover, the person has professional experience at more than five companies in the related field. Heather has a total work experience of six+ years. Heather Zack studied at the Bentley University from 2017 to 2019. Today the professional lives in Beverly Farms, Massachusetts region. Find this professional's current phone number and email with SoftwareOfficial search.
Name variants:
Hettie Zack,
Hetty Zack
Last updated May 19, 2024
Contact Information
Last Update
Jul 8, 2022
Email
he**@commonwealth.com, hz**@investorscapital.com, he**@gmail.com
Location
Beverly Farms, MA
Company
Workplace
Colleagues
Work History
Team Lead, Advanced Planning
29 Sawyer Rd, Waltham, MA 02453
from Jun 2019
Officer; Senior Investment Specialist
New York, NY
Supported team manager in day to day duties including trade corrections, entering verbal complaints, answering associate questions, and disseminating necessary information
Handled escalate...
Nov 2009 — Jun 2011
Investment Specialist
100 north Tryon St, Charlotte, NC 28202
Provided investment information to self-directed clients regarding the workings of the markets, trading, and margin, as well as information on investment products
Assisted with all aspects...
Jan 2008 — Nov 2009
Data Entry Associate
6 Kimball Ln, Lynnfield, MA 01940
Began as intern in college and was offered full time position
Assisted Accounts Payable, Payroll, and Operations departments
Reviewed and revised existing policies & procedures manuals
Jun 2006 — Mar 2008
Intern
1620 Westgate Cir SUITE 170, Brentwood, TN 37027
Assisted pension plan advisors with day to day duties
Sep 2005 — May 2006
Education
2017 — 2019
2015 — 2017
2011 — 2015
2003 — 2007
Occupations
Executive
Team Leader
Accountant
Finance and Accounting Specialist
Manager
Supporting Member
Operations Manager
Accounting Bookkeeper
Bookkeeper
Team Member
Skills
Series 7
Mutual Funds
Securities
Investments
Series 63
Alternative Investments
Legal Research
Trading
Legal Writing
Fixed Income
Finra
Retirement
Equity Trading
Options
Fbsi
Series 9
Series 10
Microsoft Excel
Sharepoint
Finance
FAQs about Heather Zack
What's the profession of Heather Zack?
This professional's job is Team Lead, Advanced Planning
What are the profession of Heather?
These person's professions are Executive and Team Leader
Where does Heather Zack live?
Beverly Farms, Massachusetts is the place where Heather Zack currently lives
Does the expert have the email address?
he**@commonwealth.com and hz**@investorscapital.com is Heather's email address.
Where did Heather Zack work?
Heather worked at Commonwealth Financial Network, Merrill Lynch.
What education does Heather Zack have?
Heather studied at the Bentley University from 2017 to 2019.
Are there any special industries Heather Zack works in?
This person works in Financial Services industry.
Are there any skills Heather Zack has?
This professional has skills in the following areas: Series 7, Mutual Funds, Securities, Investments, Series 63, Alternative Investments, Legal Research, Trading, Legal Writing, Fixed Income, Finra, and Retirement.