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Cristopher Zavala Email & Phone Number

Institutional Consulting Associate Analyst | Beacon Pointe Advisors at Beacon Pointe
Location: Los Angeles Metropolitan Area, United States, United States 5 work roles 1 school
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Institutional Consulting Associate Analyst | Beacon Pointe Advisors
Location
Los Angeles Metropolitan Area, United States, United States
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Who is Cristopher Zavala? Overview

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Quick answer

Cristopher Zavala is listed as Institutional Consulting Associate Analyst | Beacon Pointe Advisors at Beacon Pointe, a company with 186 employees, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Cristopher Zavala.

Cristopher Zavala previously worked as Institutional Consulting Associate at Beacon Pointe and Revenue Management Intern at Constellation Brands. Cristopher Zavala holds Bachelor Of Business Administration - Bba, Finance, General from California State Polytechnic University-Pomona.

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Beacon Pointe

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Profile bio

About Cristopher Zavala

I'm currently a senior at Cal Poly Pomona University, working toward my bachelor's degree in business administration with an emphasis on finance. I'm looking to expand my experience by interning at financial firms where I hope to branch off into investment banking or consulting. Ultimately, I hope to make an impact on our generation's financial services and needs by sparking change in the investment field. I have experience working in sales and customer service through part-time and full-time jobs at two independent companies, as well as in wealth management and financial planning through a summer internship.Coworkers, instructors, and classmates have described me as a passionate, hard-working leader who takes the time to care for a team. I've gained experience in leadership positions by participating in class projects, such as a management project where I led a group of four through a detailed company research report. I also collaborated on an international business project of four where we simulated the expansion of a business to another country. My latest project consisted of competing in the professional analysis of a stock by utilizing a Bloomberg terminal to apply investment research as well as equity valuation, which ultimately landed my team a spot as one of the top three presentations.Currently, I am a part of the University's Student Managed Investment Fund (SMIF), where we have been tasked with constructing a portfolio containing about $500M in AUM for the University. We are in the process of conducting macroeconomic analysis on multiple countries in order to help assess our portfolio allocation, and will then select a mix of equity and fixed-income assets using DCF and DGM models alongside diligent financial analysis to finalize our positioning.I'll be graduating in Spring 2024, and I plan on seeking out a career in investment banking or consulting either in California or New York. I'm enthusiastic about searching for a position that will sharpen my knowledge of the related fields and allow me to contribute to a company's success in order to help them achieve their financial goals.Areas of Expertise:Financial MarketsInvestment bankingFinancial AnalysisConsultingFinancial PlanningWealth ManagementInstagramTwitterLeadershipPublic SpeakingExcelTechnical WritingBloombergAdobe

Current workplace

Cristopher Zavala's current company

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Beacon Pointe
Beacon Pointe
Institutional Consulting Associate Analyst | Beacon Pointe Advisors
newport beach, california, united states
Employees
186
AeroLeads page
5 roles

Cristopher Zavala work experience

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Institutional Consulting Associate

Current
Aug 2024 - Present

Intern

Whittier, California, United States

- Rotated through the four main branches of the firm, including admin assistant, financial analyst, investment management, and financial planning, in order to shadow and assist with overarching duties- Corroborated in the planning and preparing of client profiles to ensure the proper analysis from lead financial planners as well as associated groups

Jun 2023 - Aug 2023

Assistant Supervisor

Jl Concepts

Walnut, California, United States

- Assisted in managing returns and supervising the shipment of merchandise- Responsible for keeping track of orders and correctly handling RMA through use of company computer enterprise system- Communicated with multiple departments to maximize company efficiency

Jun 2019 - Mar 2021

Account Manager

Aimo Wireless

City Of Industry, California, United States

- Actively engaged in assisting/calling clients with product detailing and pricing- Filled out sales orders through the company ERP system- Promoted product to boost clientele retention- Communicated with warehouse associates to ensure proper shipping of merchandise

Jan 2019 - Jun 2019
Team & coworkers

Colleagues at Beacon Pointe

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1 education record

Cristopher Zavala education

FAQ

Frequently asked questions about Cristopher Zavala

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What company does Cristopher Zavala work for?

Cristopher Zavala works for Beacon Pointe.

What is Cristopher Zavala's role at Beacon Pointe?

Cristopher Zavala is listed as Institutional Consulting Associate Analyst | Beacon Pointe Advisors at Beacon Pointe.

Where is Cristopher Zavala based?

Cristopher Zavala is based in Los Angeles Metropolitan Area, United States, United States while working with Beacon Pointe.

What companies has Cristopher Zavala worked for?

Cristopher Zavala has worked for Beacon Pointe, Constellation Brands, Cerda Munoz Advisors, Inc., Jl Concepts, and Aimo Wireless.

Who are Cristopher Zavala's colleagues at Beacon Pointe?

Cristopher Zavala's colleagues at Beacon Pointe include Zach Congelliere, Pascal Menut, Casey Barclay, Janet Hathaway, and Daniel Saur.

How can I contact Cristopher Zavala?

You can use AeroLeads to view verified contact signals for Cristopher Zavala at Beacon Pointe, including work email, phone, and LinkedIn data when available.

What schools did Cristopher Zavala attend?

Cristopher Zavala holds Bachelor Of Business Administration - Bba, Finance, General from California State Polytechnic University-Pomona.

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