Zach Grimes Email & Phone Number
Lead Advisor @ Lifeworks Advisors
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Zach Grimes Location
- Austin, TX, US
Zach Grimes Work
- Lead Advisor @ (May 2026 - Present)
- Assistant Vice President Senior Client Service Officer @ (June 2021 - May 2026)
- Operations Supervisor @ (January 2021 - June 2021)
- Senior Operations Support Specialist @ (July 2017 - January 2021)
- Account Services Specialist II @ (April 2014 - July 2017)
- Customer Service Representative @ (October 2013 - December 2013)
- Advisor Services @ Nationwide Insurance (April 2013 - October 2013)
- Agent @ (September 2011 - April 2013)
- Intern @ Staten & Associates: Amerirprise Financial (February 2011 - June 2011)
Zach Grimes Education
- The Ohio State University
Bachelor of Science in Human Ecology (Family Resource Management with a specialization in Financial Planning)
2011
Zach Grimes Skills
- Access
- Analysis
- Banking
- Business Analysis
- Call Centers
- Customer Service
- Data Analysis
- Finance
- Financial Planning
- Financial Services
- General Insurance
- Health Insurance
- Insurance
- Investments
- Leadership
- Life Insurance
- Microsoft Excel
- Microsoft Office
- Operations Management
- Portfolio Management
- Process Improvement
- Property & Casualty Insurance
- Risk Management
- SQL
- Team Building
- Training
Zach Grimes Summary
- Zach Grimes, based in Austin, TX, US, is currently a Lead Advisor at Lifeworks Advisors. Zach Grimes brings experience from previous roles at Texas Capital Bank and Kestra Financial. Zach Grimes holds a Bachelor of Science in Human Ecology in Family Resource Management with a specialization in Financial Planning @ The Ohio State University. With a robust skill set that includes Access, Analysis, Banking, Business Analysis, Call Centers and more. Zach Grimes has 2 emails and 1 mobile phone numbers on RocketReach.
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