Gavin Zerbe Email & Phone Number

San Francisco, California, United States

San Francisco Bay Area

- Personal financial advisor serving a broad base of clients seeking tailored portfolio management and financial planning guidance, including goal-based investment management with an educational approach- Drive San Francisco Bay area client growth strategy to support the firm’s organic referral model focused on new households and next generation clients.

San Francisco Bay Area

- Co-lead the migration of client services from Future Advisor (BlackRock) to First Republic- Built out the new in-house client service team. Developed and managed new training program and team’s daily operating and servicing workflows- Lead weekly client service team meeting to track status of enrollments and on-going projects- Managed the new client on.

• Placed trades in client’s accounts in order to: - Generate cash for any distributions needed- Spend cash down to increase market exposure- Re-balance accounts to maintain proper diversification- Shift to a different.
• Lead trader and point person for the UK Wealth Managers business
• Responsible for trading, clearing, and reviewing large AUM and high complexityaccounts
• Highest complexity scored for new accounts cleared
• Obtained leadership role in mentoring new employees
• Created a guide for employees on how large scale re-balances work

Woodside, California

• Used Morningstar Direct to conduct research based on the country, sector, market cap, and bond breakdown of a client's portfolio. Drafted a proposal of my analysis and provided this to client services to discuss with.
• Completed Monte Carlo simulations to stress test how long a prospect’s money will last based on the client's life expectancy, cash flows, and current asset allocation
• Elected to develop a Morningstar Direct guide for my department after demonstrating an advanced comprehension of its tools
• After demonstrating a high quality of work and having the 3rd lowest error rate out of the 20 analysts in my department, I was pared with two of the firm’s top sales people
• Leadership experience in developing and mentoring new employee

Santa Clara University

• Managed, hired, trained and scheduled about 30 employees
• Increased average orders per night by 40%
• In charge of training of new employees, business development, website maintenance, and providing superior customer service.
• Negotiated contracts with Santa Clara University, Tapingo & Bon Appétit FoodService
• Oversaw the expansion of Bronco Student Services into the off-campus market
• Created successful social media marketing campaigns for each service during its relevant season

Westfield Valley Fair, Santa Clara, CA

• Training to become a store manager
• Executive In Charge (EIC) experience, including problem solving and day-to-day functions of acting Store Manager
• Gained insight into how the company operates, including explanations of scorecards, merchandise and store reports, and day-to-day operations
• Project/Presentation improving the Search and Send process, including monitoring and coaching associates, over the course of five weeks

San Francisco Bay Area

• Temporary position working with high-rise building window cleaning service.
• Provided access into secure offices of the Hearst Building, maintained chart of completed work and pending window repairs, and monitored quality of work.

• Input rental income and expense information for multi-family properties

Bachelor Of Science (B.S.), Finance

Education record