Zack Templin is a highly qualified professional, working in Gradient Financial Group main office of which is in 164. on the position of Financial Planning Specialist from 2017. Zack gained professional experience in more than six positions at various companies. Zack Templin went to the Saint John's University and got education from 2014 to 2017. Cold Spring, Minnesota is the area, where this person was lastly known to live. This expert's phone number and email are easily accessed through this website on demand.
Name variants:
Zachary Templin
Last updated Jun 26, 2024
Contact Information
Last Update
Jul 8, 2022
Email
za**@statebankcoldspring.com
Location
Cold Spring, MN
Company
Workplace
Financial Planning Specialist
Saint Paul, MN
Industry
Financial Services, Investment Advisory Service
Colleagues
Work History
Financial Planning Specialist
4105 Lexington Ave north, Arden Hills, MN 55126
from Jun 2017
Financial Representative Intern
1 Horace Mann Plz, Springfield, IL
Travel to various school districts for meetings and presentations
Communicate effectively with current and prospective clients
Lead various marketing programs to promote products
Researc...
Sep 2016 — May 2017
Junior Credit Analyst
2351 Connecticut Ave south SUITE 100, Sartell, MN 56377
Assist with transferring of information to new software
Collaborate with colleagues to effectively display information
Input and analyze tax returns and financial statements
Create vario...
Jun 2016 — Aug 2016
Bank Teller
401 Main St, Cold Spring, MN 56320
Provide a friendly atmosphere for clients ;
Process routine financial transactions for clients
Build relationships with customers through one on one interaction
May 2015 — Aug 2016
America Reads Tutor
Help young kids improve reading skills ;
Create a positive and encouraging learning environment
Develop relationships with students through one on one interaction
Jan 2015 — May 2015
Education
2014 — 2017
Occupations
Accountant
Financial Analyst
Finance and Accounting Specialist
Representative
Apprentice
Accounting Bookkeeper
Bookkeeper
Student Worker
Skills
Microsoft Office
Customer Service
Microsoft Excel
Microsoft Word
Powerpoint
Research
Social Media
Time Management
Teamwork