Zach McGrath Email & Phone Number
Financial Wholesaler @ The Pacific Financial Group, Inc.
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Zach McGrath Location
- Nashville, TN, US
Zach McGrath Work
- 2017 -now Financial Wholesaler @
- 2014 -2017 Regional Sales Consultant @
- 2010 -2014 Internal Wholesaler @
- 2009 -2010 Wealth Analyst @
- 2008 -2009 Vice President - Client Services @ Schallhorn Capital Management
Zach McGrath Education
- University of Arkansas
Bachelor of Science (B.S.) (Finance and Financial Management Services)
2005-2008 - Indiana State University
Bachelor of Business Administration (B.B.A.)
2004-2005
Zach McGrath Skills
- Alternative Investments
- Leadership
- Series 63
- PowerPoint
- Public Speaking
- Axys
- Client Relations
- Salesforce.com
- Fixed Annuities
- Insurance
- Retirement Planning
- Windows
- Account Management
- Sales
- Teaching
- Portfolio Management
- Sales Operations
- Investments
- English
- Variable Annuities
- Series 6
- Team Leadership
- Asset Allocation
- Financial Services
- Equities
- Life Insurance
- Sales Management
- Outlook
- Direct Sales
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- New Business Development
- Asset Management
- Marketing
- Customer Service
- Research
- Sales Presentations
- Retirement
- Series 7
- Securities
Zach McGrath Summary
- Zach McGrath, based in Nashville, TN, US, is currently a Financial Wholesaler at The Pacific Financial Group, Inc.. Zach McGrath brings experience from previous roles at Preferred Apartment Communities (Apts), Jackson, Clientfirst Wealth Management, LLC and Schallhorn Capital Management. Zach McGrath holds a 2005 - 2008 Bachelor of Science (B.S.) in Finance and Financial Management Services @ University of Arkansas. With a robust skill set that includes Alternative Investments, Leadership, Series 63, PowerPoint, Public Speaking and more. Zach McGrath has 2 emails and 1 mobile phone numbers on RocketReach.
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