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
- Financial Wholesaler @ (May 2017 - Present)
- Regional Sales Consultant @ (November 2014 - May 2017)
- Internal Wholesaler @ (December 2010 - May 2014)
- Wealth Analyst @ (December 2009 - December 2010)
- Vice President - Client Services @ Schallhorn Capital Management (September 2008 - November 2009)
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
- 401k Rollovers
- Account Management
- Alternative Investments
- Asset Allocation
- Asset Management
- Axys
- Banking Relationships
- Client Relations
- Customer Service
- Direct Sales
- English
- Equities
- Financial Advisory
- Financial Services
- Fixed Annuities
- Insurance
- Investment Strategies
- Investments
- Key Account Relationship Building
- Key Client Relationships
- Leadership
- Life Insurance
- Management
- Marketing
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- New Business Development
- Outlook
- Portfolio Management
- PowerPoint
- Public Speaking
- Recruiting
- Research
- Retirement
- Retirement Planning
- Sales
- Sales Management
- Sales Operations
- Sales Presentations
- Salesforce.com
- Securities
- Series 6
- Series 63
- Series 7
- Teaching
- Team Leadership
- Variable Annuities
- Windows
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 401k Rollovers, Account Management, Alternative Investments, Asset Allocation, Asset Management and more. Zach McGrath has 2 emails and 1 mobile phone numbers on RocketReach.
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