AeroLeads people directory · profile

J.A. Z. Email & Phone Number

Financial Consultant at CFA Institute
Location: Allendale, New Jersey, United States 8 work roles 2 schools
LinkedIn matched
✓ Verified Jul 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
CFA Institute
Role
Financial Consultant
Location
Allendale, New Jersey, United States
Company size
2106 employees

Who is J.A. Z.? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

J.A. Z. is listed as Financial Consultant at CFA Institute, a with 2106 employees, based in Allendale, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for J.A. Z..

J.A. Z. previously worked as CFA Candidate at Cfa Institute and Financial Planning Assistant at Wells Fargo Advisors. J.A. Z. holds Bachelor Of Arts - Ba, Accounting And Finance from Uw Foster School Of Business.

Company email context

Email format at CFA Institute

This section adds company-level context without repeating J.A. Z.'s masked contact details.

CFA Institute

Review company-level records connected to J.A. Z. before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About J.A. Z.

A highly-passionate professional specializing in financial planning and investment consulting. Eager to expand the financial business with talented individuals who are excited to join.

Current workplace

J.A. Z.'s current company

Company context helps verify the profile and gives searchers a useful next step.

CFA Institute
Cfa Institute
Financial Consultant
charlottesville, virginia, united states
Website
cfainstitute.org
Employees
2106
AeroLeads page
Company profile
View company profile Email format
8 roles

J.A. Z. work experience

A career timeline built from the work history available for this profile.

Cfa Candidate

Current
Cfa Institute

Newark, New Jersey, United States

Oct 2024 - Present

Financial Planning Assistant

Current
Wells Fargo Advisors

Paramus, New Jersey, United States

Sep 2024 - Present

Startup Business

Current
Sunnygroup Inc.

New York, New York, United States

Oct 2024 - Present

Finance Specialist

Entre Institute

Seattle, Washington, United States

Starting my e-commerce business on Amazon, Shopify, and Taobao

Oct 2020 - Dec 2021
Team & coworkers

Colleagues at CFA Institute

Other employees you can reach at cfainstitute.org. View company contacts for 2106 employees →

KS Kaushal Savaliya Kaushal Savaliya Colleague at Cfa InstituteAtlanta, Georgia, United States View → SA Serafim Augusto Serafim Augusto Colleague at Cfa InstituteVillemomble, Île-De-France, France View → HB Houssem Bouddraa Houssem Bouddraa Colleague at Cfa InstituteAlgeria View → KS Kelly Spotlow-Durrett Kelly Spotlow-Durrett Colleague at Cfa InstituteCharlottesville, Virginia, United States View → RA Rachel Alphonso Rachel Alphonso Colleague at Cfa InstituteMumbai, Maharashtra, India View → AR Alejandro Rivera Ramírez Alejandro Rivera Ramírez Colleague at Cfa InstituteGuadalajara, Jalisco, Mexico View → SR Sue Reid Sue Reid Colleague at Cfa InstituteMooroolbark, Victoria, Australia View → SD Seydou Doumbia Seydou Doumbia Colleague at Cfa InstituteSaint-Gervais-Des-Sablons, Normandy, France View → АК Аленка Ковалева Аленка Ковалева Colleague at Cfa InstituteUnited States View → BR Billy Reyes Billy Reyes Colleague at Cfa InstituteSan Jose, California, United States View →
2 education records

J.A. Z. education

Bachelor Of Arts - Ba, Accounting And Finance

Uw Foster School Of Business

Forensic Accounting, Advanced Taxation, Financial Modeling, Portfolio Management, Auditing

FAQ

Frequently asked questions about J.A. Z.

Quick answers generated from the profile data available on this page.

What company does J.A. Z. work for?

J.A. Z. works for CFA Institute.

What is J.A. Z.'s role at CFA Institute?

J.A. Z. is listed as Financial Consultant at CFA Institute.

Where is J.A. Z. based?

J.A. Z. is based in Allendale, New Jersey, United States while working with CFA Institute.

What companies has J.A. Z. worked for?

J.A. Z. has worked for Cfa Institute, Wells Fargo Advisors, Sunnygroup Inc., Pure Financial Advisors, Llc, and Entre Institute.

Who are J.A. Z.'s colleagues at CFA Institute?

J.A. Z.'s colleagues at CFA Institute include Kaushal Savaliya, Serafim Augusto, Houssem Bouddraa, Kelly Spotlow-Durrett, and Rachel Alphonso.

How can I contact J.A. Z.?

You can use AeroLeads to view verified contact signals for J.A. Z. at CFA Institute, including work email, phone, and LinkedIn data when available.

What schools did J.A. Z. attend?

J.A. Z. holds Bachelor Of Arts - Ba, Accounting And Finance from Uw Foster School Of Business.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the J.A. Z. you were looking for.

Ja Z
Ja Z
Stylist At Freelance, Self-Employed
New York, Ny
Ja Z
Ja Z
Unemployed At University Of Washington
Seattle, Wa
View similar profiles