Zachary Jaro's Location
Milwaukee, Wisconsin, United States
Zachary Jaro's Work
- Senior Advisor, Wealth @ Baker Tilly US
- Wealth Manager @ Annex Wealth Management
- Associate Wealth Manager @ Annex Wealth Management
- Financial Advisor - Cape Financial Group @ Raymond James
- Financial Advisor - The Kieckhaefer Investment Group @ Wells Fargo Advisors
Zachary Jaro's Education
- Northwestern University
CERTIFIED FINANCIAL PLANNER™
2018 - 2018 - University of Wisconsin-Whitewater
Bachelor of Business Administration (BBA) - Finance (Financial Planning)
2011 - 2014
Zachary Jaro's Skills
- Leadership
- Microsoft Office
- Portfolio Management
- Banking
- Investments
- Sales Management
- Time Management
- Finance
- Customer Service
- Asset Allocation
Zachary Jaro's Summary
Zachary Jaro, based in Milwaukee, Wisconsin, United States, is currently a Senior Advisor, Wealth at Baker Tilly US, bringing experience from previous roles at Annex Wealth Management, Raymond James and Wells Fargo Advisors. Zachary Jaro holds a 2018 - 2018 CERTIFIED FINANCIAL PLANNER™ @ Northwestern University. With a robust skill set that includes Leadership, Microsoft Office, Portfolio Management, Banking, Investments and more, Zachary Jaro contributes valuable insights to the industry. Zachary Jaro has 2 emails on RocketReach.
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