Since 2019, Zach Morgan has been working in Covenant Wealth Advisors situated 496, 496. This expert is an experienced Investment Operations Associate with over three years of work experience. According to Zach's resume and work profile, this professional has worked at more than seven places with numerous backgrounds and got different skills. Zach attended school at the William & Mary – Raymond A. Mason School of Business from 2019 to 2021. Zach can be found in Hingham, Massachusetts – where this expert currently lives. You can search for their email address and phone number. We can also provide you detailed contact information upon request.
Name variants:
Zachary Morgan
Last updated Jun 26, 2024
Contact Information
Workplace
Investment Operations Associate
Williamsburg, VA
Industry
Financial Services, Investment Advisory Service
Colleagues
Work History
Investment Operations Associate
351 Mclaws Cir SUITE 1, Williamsburg, VA 23185
from Sep 2019
Asset Management Intern
500 Victory Rd, Quincy, MA 02171
May 2019 — Aug 2019
Sales Associate
6000 Broken Sound Pkwy northwest, Boca Raton, FL 33487
Create strategies to generate memberships in and outside the studio, maintain relationships with members, educate students on the importance of physical wellness.
Sep 2018 — Jan 2019
Student Ambassador
Designed sale techniques to sell subscriptions, educate students about the importance of staying informed with the global economy, and hold tabling events and presentations to relay the goal...
Sep 2018 — Dec 2018
Summer Intern
101 Arch St, Boston, MA 02110
Data management across CRM sales enablement tools and produced content and analytics for US-based retail study.
May 2018 — Aug 2018
Summer Intern
101 Arch St, Boston, MA 02110
Designed and managed key account, demand generation campaign and conducted a qualitative competitive audit for leading manufacturing customer.
May 2018 — Aug 2018
Outside Operator
Helped maintain the course throughout the day and built relationships with the members.
May 2015 — Sep 2017
Education
2018 — 2021
Occupations
Accountant
Finance and Accounting Specialist
Counselor
Operations Associate
Apprentice
Accounting Bookkeeper
Bookkeeper
Advisor
Operations Manager
Student Worker
Skills
Public Speaking
Research
Social Media
Microsoft Excel
Adobe Photoshop
Microsoft Powerpoint
Microsoft Word
Leadership
Marketing
Event Planning
FAQs about Zach Morgan
What's the main profession of Zach Morgan?
Zach Morgan is a Financial Services Consultant.
What jobs is Zach a professional at?
Zach is proficient at Accountant and Finance and Accounting Specialist jobs.
Where does Zach Morgan live?
Zach Morgan currently lives in Hingham, Massachusetts.
How many companies did Zach Morgan work at?
The professional worked at seven jobs.
What education does Zach Morgan have?
Zach studied at the William & Mary – Raymond A. Mason School of Business from 2019 to 2021.
What is professional industry that Zach Morgan is connected to?
This person works in Financial Services industry.
What are special skills of Zach Morgan?
This person has such skills as Public Speaking, Research, Social Media, Microsoft Excel, Adobe Photoshop, Microsoft Powerpoint, Microsoft Word, Leadership, Marketing, and Event Planning.