Zach Oldham Email & Phone Number
Financial Advisor @ Principal Financial Group
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Zach Oldham Location
- Lee's Summit, MO, US
Zach Oldham Work
- Financial Advisor @ (February 2025 - Present)
- Market Developer @ (May 2022 - January 2025)
- Financial Advisor @ (September 2018 - May 2022)
- Financial Advisor @ (May 2018 - September 2018)
- Financial Advisor @ Valic Financial Advisors, Inc (March 2017 - October 2017)
- Sales Representative @ Yellowbook (December 2006 - June 2007)
Zach Oldham Education
- Rockhurst University
BSBA (Business Administration)
2001-2005
Zach Oldham Skills
- Account Management
- Accounts Payable
- Accounts Receivable
- Advertising
- Building New Business
- Business Development
- Business Strategy
- Coaching
- Cold Calling
- Consultative Selling
- Customer Service
- Event Planning
- Financial Accounting
- Human Resources
- Marketing
- New Business Generation
- New Business Opportunities
- Operational Planning
- Persuasion
- Profit Maximization
- Public Speaking
- Referrals
- Relationship management
- Sales
- Sales Management
- Sales Presentations
- Sales Process
- Strategic Planning
- Training
- Up-selling
- Value Selling
- Up Selling
- Business Analysis
- Franchising
- Management
- Project Management
- Team Building
- Microsoft Office
Zach Oldham Summary
- Zach Oldham, based in Lee's Summit, MO, US, is currently a Financial Advisor at Principal Financial Group. Zach Oldham brings experience from previous roles at Thrivent, Synergy Wealth Solutions, a MassMutual Agency, Vestech Securities Inc and Valic Financial Advisors, Inc. Zach Oldham holds a 2001 - 2005 BSBA in Business Administration @ Rockhurst University. With a robust skill set that includes Account Management, Accounts Payable, Accounts Receivable, Advertising, Building New Business and more. Zach Oldham has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Principal Financial Group Employees
Bradley Wagner
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Des Moines, IA, US
Ken McCullum
Chief Risk Officer
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Chris Littlefield
President - Retirement and Income Solutions
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Larry Zimpleman
Chairman, President and CEO
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Angela Newton
Chief Accounting Officer, AVP US Insurance Solutions
Des Moines, IA, US
David Rigler
CFO - Bank and Trust and Income Solutions
Des Moines, IA, US
Chaun Powell
President- Elevate by Principal
Denver, CO, US
Farnaz Maters
Chief Marketing Officer, Retirement and Income Solutions
Des Moines, IA, US
Julie Leclere
Chief Operating Officer - Principal Securities
Des Moines, IA, US
Lou Flori
Chief Financial Officer - Retirement and Income Solutions division
Des Moines, IA, US
Joe Koenigs
Managing Director - Private Debt Originations
Des Moines, IA, US
Renee Hamlen
Chief Marketing Officer - Benefits and Protection
Des Moines, IA, US
Amy Friedrich
President - Benefits and Protection
West Des Moines, IA, US
Jeremy Driscoll
Managing Director
Des Moines, IA, US
Tim Soderholm
Chief Risk Officer (CRO)
Des Moines, IA, US
Tim Dunbar
President, Global Asset Management
Des Moines, IA, US
Dawn Roberts
CFO - PFN and PSI
United States
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