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Zach Bach (He/Him) is listed as Finance and Data Operations at Freestone Capital Management, a company with 78 employees, based in Seattle, Washington, United States. AeroLeads shows a work email signal at parametricportfolio.com and a matched LinkedIn profile for Zach Bach (He/Him).
Zach Bach (He/Him) previously worked as Senior Portfolio Administrator at Parametric and Coordinating Supervisor at Seattle University Office Of Annual Giving. Zach Bach (He/Him) holds Finance Major With An Econ Minor from Seattle University.
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AeroLeads found 1 current-domain work email signal for Zach Bach (He/Him). Compare company email patterns before reaching out.
At the start of my career in financial services. Always looking for advice and more than happy to answer questions about Seattle, my passions, and my work.
Listed skills include Microsoft Excel, Leadership, Public Speaking, Time Management, and 13 others.
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Seattle, Washington, United States
Freestone is an independent wealth advisor to select high net worth families and institutions with offices in Washington and California. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies. To learn more about Freestone, please visit our website at www.freestonecapital.com
Reconciled cash and holdings for 3000+ Charles Schwab and Morgan Stanley SMA accountsPerform daily cash audits on multiple colleagues to ensure reconciliation standards are being metCreated a Commissions Spreadsheet that has helped resolve commission discrepancies at a quicker pacePrioritized daily activities due to strict, hourly stock market.
Greater Seattle Area
Supervise students while they connect with alumni and friends of the university to update their information, give them updates from the school, and ask for monetary support that goes to scholarships, instructional support, etc. for students and faculty.Led team bonding activities to build relationships and motivate the students to build those same.
San Francisco Bay Area
Utilized Salesforce and Excel to create loan guarantor spreadsheetCollected information to simplify contacting Jewish organizationsHelped to organize three fundraisers by connecting with venues
Berkeley, CA
Analyzed the finances of the Residential and Student Services Program (RSSP) from the last nine years. This analysis, which involved using Tableau and Microsoft Excel, helped create a tool that created an easier, universal way of forecasting finances for RSSP
Other employees you can reach at freestonecapital.com. View company contacts for 78 employees →
Zahid Khan
Colleague at Freestone Capital ManagementCalgary, Alberta, Canada, Canada
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Meredith Culp
Colleague at Freestone Capital ManagementOceanside, California, United States, United States
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Meg Hinshaw
Colleague at Freestone Capital ManagementSeattle, Washington, United States, United States
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MA
Matt Abrams, Cfp® Cpwa®
Colleague at Freestone Capital ManagementBothell, Washington, United States, United States
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RB
Riley Barr, Cfp®
Colleague at Freestone Capital ManagementSan Francisco Bay Area, United States
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Gary Smart
Colleague at Freestone Capital ManagementRedmond, Washington, United States, United States
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Matt Tigert, Cima®
Colleague at Freestone Capital ManagementSeattle, Washington, United States, United States
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Jonathan Wittlin, Cfp®
Colleague at Freestone Capital ManagementSan Francisco, California, United States, United States
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Courtney Hastings, Cfp®
Colleague at Freestone Capital ManagementGreater Seattle Area, United States
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MW
Meg Wellnitz-Hinshaw
Colleague at Freestone Capital ManagementGreater Seattle Area, United States
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Quick answers generated from the profile data available on this page.
Zach Bach (He/Him) works for Freestone Capital Management.
Zach Bach (He/Him) is listed as Finance and Data Operations at Freestone Capital Management.
AeroLeads has found 1 work email signal at @parametricportfolio.com for Zach Bach (He/Him) at Freestone Capital Management.
Zach Bach (He/Him) is based in Seattle, Washington, United States while working with Freestone Capital Management.
Zach Bach (He/Him) has worked for Freestone Capital Management, Parametric, Seattle University Office Of Annual Giving, Hebrew Free Loan Of San Francisco, and Uc Berkeley.
Zach Bach (He/Him)'s colleagues at Freestone Capital Management include Zahid Khan, Meredith Culp, Meg Hinshaw, Matt Abrams, Cfp® Cpwa®, and Riley Barr, Cfp®.
You can use AeroLeads to view verified contact signals for Zach Bach (He/Him) at Freestone Capital Management, including work email, phone, and LinkedIn data when available.
Zach Bach (He/Him) holds Finance Major With An Econ Minor from Seattle University.
Zach Bach (He/Him) is listed with skills including Microsoft Excel, Leadership, Public Speaking, Time Management, Financial Accounting, Team Management, Financial Analysis, and Management.
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