Evan Zacharias Email & Phone Number

Boston, MA

• Assist transitioning Marines who are separating from the Marine Corps
• Provide resources for Marine to contact (employment, housing, financial assistance, legal, benefits, veterans’ organizations)
• Attend reserve mobilizations to inform and educate transitioning Marines about the Marine for Life Program

Wellesley, MA

• Compile equity reports through individual company analysis and industry research, producing a target price and forward looking estimates
• Continue coverage on existing securities within the covered sector
• Work with other analysts to develop new ideas and strategies to implement in the portfolio.

Various

• Manage team of 23 Marines, across three different operational sections, comprised of Motor Transportation, Utilities, and Supply
• Assist Officer in Charge in all matters pertaining to the services section
• Attend monthly squadron command meetings to update the command and unit of all events services section was engaged in.

Needham

• Managed a portfolio of 260 clients and loans, the majority being in the Carnival Industry.
• Worked with clients in ensuring their loan payments were made on time; if a client was distressed, alternative solutions were examined with the client before sending the client to the collections and repossessions.
• Entrusted with drafting and preparing all checks authorized over the phone.
• Prepared reports for monthly and quarterly asset management meetings.

Newark, DE

• Managed a portfolio of syndicated loans ranging in size from $200 million to $4 billion.
• Booked loan transactions under a LIBOR, base rate or swingline options on behalf of the lender syndicate.
• Facilitate principal, interest, and fee payments to and from the borrower and to and from the lender syndicate.
• Provided and monitored the amortization schedules for syndicate members and corporate treasury departments.
• Responsible for updating all pricing changes, both ratios and ratings based.
• Performed quality control measures on any new deals or amendments on the portfolio of loans, using the

King Of Prussia, PA

• Affirm trades after reviewing the daily trade confirm reports, and run daily, weekly, and monthly quality control reports on all securities listed through several different directories in the Attachmate KIA software.
• Reconcile all accounts under UBS using Dreyfus as their money manager.

Camp Pendleton, CA

• Awarded the Navy Achievement Medal for excellence in service, in both training and combat environments
• Promoted to Sergeant
• Maintain oversight of all ammunition, valued at $200,000 per operation
• Supervise a team of 12 Marines while conducting ammunition operations
• Inspect, issue, receipt, transport, and account for all Battery Ammunition

Master Of Business Administration (M.B.A.)

Bachelors, Finance

Minored in Accountancy and International Business

Economics

High School/Secondary Diplomas And Certificates