823 Advizers

Zach

Assistant Vice President

Fortune 100 Bank

University of Arizona
Arizona State University, MBA

Zach has over 9 years of experience across relationship management, risk management, and operations management across two industries including financial services and logistics/operations.
ASU W.P. Carey School of Business

ASU W.P. Carey School of Business

Finance (Banking, Fintech, Investing)
Finance
Finance
Greek Life Member

Q1Career path

Networking

Resilience

Teamwork

2:40

"Sometimes there's 40 hours of school on top of like 40 to 50 hours of work, but you're on it together. "

Q2Main responsibilities

Financial Services

MBA

Career Pivoting

1:09

"So I decided to pivot in financial services again. I wanna do something more high level."

Q3Day in the life

Client Relations

Risk Management

Financial Services

1:16

"Sometimes they just need a little extra support with those types of clients. You know, they're very complex, lots of vaults and that type of thing."

Q4Most important skills - role

Risk Management

Mentorship

Leadership

0:57

"People pull us aside for mentorship and career advice. We're constantly getting hold of that stuff."

Q5Favorite parts - role

Communication

Leadership

Teamwork

0:43

"the biggest universal skill I'd highlight, really those soft skills. just being able to influence, being able to talk to different groups of people"

Q6Biggest challenge - role

Helping People

Risk Management

Career Development

1:31

"Folks are constantly coming to us with self-development questions, and then sometimes just being able to help 'em out"

Q7Favorite parts - industry

Building Trust

Mentorship

Leadership

0:51

"if you need an extra five minutes to make sure you're giving them the correct answer, like really looking into something, just really make sure"

Q8Who thrives in industry

Retirement Planning

Investing

Finance

1:52

"I really enjoy the investment side quite a bit. I think stocks are interesting."

Q9Wish known before - industry

Problem-Solving

Communication

Attention to Detail

0:49

"good soft skills. Um, so there's a few, there's a few different paths you can initially go."

Q10Entry-level positions

Career Development

Decision-Making

Patience

1:04

"making good decisions is important and just, you know, really putting my best foot forward"

Q11Significant lesson - career

Financial Services

Networking

Entry-Level Positions

0:58

"a more typical way that we see folks break in who end up working really good jobs is starting on the phone, doing that for a couple years, working their way up and then pivoting into something better."

Q12College ideas for success

Patience

Career Development

Overcoming Challenges

0:59

"always trying to better yourself. But just understanding, you know, it can take a little bit of time."

Q13How identity impacted career

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So... where's the video?

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"getting involved on campus is really helpful"

Q14Most impactful experience at W.P. Carey

Overcoming Challenges

Confidence

Communication

1:00

"those perceived weaknesses, um, you can turn into strengths"