Joseph Zachariah
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Joseph Zachariah Email & Phone Number

Registered Representative at Transamerica Financial Advisors, Inc.
Location: Germantown, Maryland, United States 11 work roles 1 school
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Role
Registered Representative
Location
Germantown, Maryland, United States
Company size

Who is Joseph Zachariah? Overview

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Joseph Zachariah is listed as Registered Representative at Transamerica Financial Advisors, Inc., a with 558 employees, based in Germantown, Maryland, United States. AeroLeads shows a matched LinkedIn profile for Joseph Zachariah.

Joseph Zachariah previously worked as Financial Services Professional at World System Builder and Sr Business Analyst at Ey. Joseph Zachariah holds Bachelor'S Degree, Electronics & Communications Engineering from University Of Madras.

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Transamerica Financial Advisors, Inc.

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About Joseph Zachariah

Been in this amazing journey in the Financial Services Industry for last 8 + years.. And this is all what I do!

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Transamerica Financial Advisors, Inc.
Transamerica Financial Advisors, Inc.
Registered Representative
Germantown, MD, US
Employees
558
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11 roles

Joseph Zachariah work experience

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Financial Services Professional

Current

United States And Canada

As a Financial Professional, I'm passionate in sharing financial education to individuals and business owners about ways to Grow, Protect and Transfer their hard earned Money!I strongly believe that it's my duty as a financial professional to share my knowledge with others who have been under-served by the traditional financial services industry.I also believe that financial education is not an option, it's a necessity for North Americans during these unprecedented times to build and maintain wealth!Have you found yourself having these feelings:❌Stressed from being overworked?❌Frustrated from the financial losses due to inflation and market crashes?❌Confused on how to handle the rising cost of taxes year after year that may be at over 40% and the financial loss you may see? Perhaps you never had the chance to find a trusted authority in the Wealth Management space.Perhaps you are too busy to get the chance to sit down and think about these important aspects of your business that may go overlooked.Well, I’m very proud to say that thanks to the expertise and work done as a Financial Professional at World System Builder, I can help you with things like:✔ Develop and protect an emergency fund for when you need some rest and recoup time.✔ Diversify your investments and various streams of income for retirement to help offset the inflation cost ✔ Discover any areas that we can help you maximize your tax return year after year.To learn more about how we can help you plan reach financial stability, please shoot me a direct message through LinkedIn or use the contact information below:Joseph ZachariahEmail: joseph.zachariah@gmail.comCAN : 905.462.1962USA : 240.913.6400Investment | Retirement Planning | Estate Planning | Education Planning

Aug 2014 - Present

Sr Business Analyst

Ey

Washington Dc-Baltimore Area

Jan 2022 - Mar 2023

Business Analyst

Mississauga, Ontario, Canada

As Business Analyst with Bell Canada, I'm involved for the delivery of projects in Bell's Mobility, Internet and TV Line of Business.Key responsibilities :• Analyzed and gather requirements from business stakeholders for specific projects.• Delivered business requirements specification and related documentations on a timely manner to the solutions delivery teams.• Delivered multiple projects in Internet, TV and Mobility Line of Business on time and within budget• Coordinate with onshore and offshore, Tech Architects, Developers, Testers and support team for the delivery of the project.• Validated test plans, test strategies and test cases for manual and automated testing.• Coordinate with the business for User Acceptance testing and ensure sign off in a timely manner.• Ensured the delivery of the project on the deployment day in coordination with the multiple projects. • Support business during the post implementation support phase of the project to identify and track any issues and provide fixes.

Jun 2015 - Apr 2021

Business System Analyst

Toronto, Canada Area

• Analyzed detailed business and functional requirements, documentation, process flows and data models to contribute to the development of project including, project deliverable, cost/benefits analysis, time line estimates, scope and control.• Integrate technical solutions with the business environment, recognizing systems design and data inter-dependencies and re-usability.• Conducted pre and post implementation reviews, ensuring all technical solutions have met business requirements.• Supported system implementation and production readiness by liaising with change management, IT Architecture and the Business.• Reviewed test plans, test cases and provided post implementation support.• Collaborated with business leaders, IT professionals, and vendors ensuring that business is kept informed of project status and that problems and issues are escalated appropriately and clearly communicated.

Jun 2014 - Jun 2015

It Business Systems Analyst

Ey

• Analyzed, documented and validated business requirements, process flows, system and process solution components, producing functional specifications for solutions and prototypes.• Conducted research on new technologies and assisted clients for implementation.• Collaborated with technology teams in converting new innovating ideas into practice to improve the performance and quality of business deliverables.• Evaluated the business requirements gathered through workshops, surveys, business process description and task analysis.• Monitored and controlled the initiation, implementation and progress of IT developments and proof of concepts (prototype).• Supported the development, implementation, enhancement, maintenance, and documentation of systems, modules, and subprograms. • Coordinated detailed business requirements phases identifying, tracking and resolving business systems issues. • Recommended business solutions that satisfy sponsor/stakeholder needs continually exploring and assessing options for value-add for clients.

Jun 2012 - Apr 2014

It Business Analyst

• Conducted requirement gathering to identify, and document clear and concise business requirements documentation. • Prepared project plan, functional and non-functional requirement specifications, test cases, use cases, training material, QA plan and risk mitigation strategy documents.• Executed planned requirement management activities and managing change strategy for volatile requirements and project deadlines. • Created and maintained project charter, plans, resource leveling, and cost estimations.

Jul 2011 - May 2012

Business System Analyst

• Partnered with the technical staff to interpret the needs of the business, assist in the design of the solution, and deliver the expected result to business partners.• Ensured written documentation is clear, understandable, audience appropriate and accurately captures the key information required for a quality solution that meets business needs. • Took ownership of project issues and engaged the appropriate resources to reach solution • Ensured potential issues are tracked and addressed in a timely manner. • Participated fully as a member of the team by supporting a work environment that promotes knowledge sharing, customer service, quality, innovation and teamwork.• Produced clear, accurate, well-written, audience-appropriate, requirement documentation.

Apr 2011 - Jul 2011

Business Analyst

• Gathered business requirements for BSS and IT systems. Engaged with business stakeholders from various parts of the company (Sales, Marketing, Finance, Legal, Billing etc.) to gather business requirements for IT systems, IT integration and process automation.• Provided valuable recommendations to Business for improvement of the applications in terms of user satisfaction related to functionality and performance while working as Subject Matter Expert on the order life cycle management tool.• Conducted Quality Assurance activities to verify and validate requirements. • Created documents for internal business and functional specification requirements using interviews, document analysis, workshops, surveys, site visits, and task and workflow analysis in complex environments.• Reviewed and assessed the technical design specifications, development and implementation plan for assigned projects.

Feb 2007 - Apr 2011

Quality Assurance Analyst

• Executed testing internal ERP tools/software specialized in CRM, Pre Sales, Sales, and Ordering.• Experienced in functional testing, Graphical User Interface (GUI) testing, regression testing, positive testing, negative testing, limit testing and integration testing of applications.• Designed, developed and executed test scenarios and test cases.• Published weekly, bi-weekly, and monthly test reports for senior management.• Executed the Smoke, Performance, Regression, End to End, Functional & Non Functional testing.

Feb 2006 - Feb 2007

Customer Support Executive

Hcl

• Provided technical support for Clients using Bell Corporation Services based in United States.• Provided training to executives for handling technical issues.• Monitored the call handling skills of executives and provided feedbacks.

Aug 2004 - Jul 2005
Team & coworkers

Colleagues at Transamerica Financial Advisors, Inc.

Other employees you can reach at worldsystembuilder.com. View company contacts for 558 employees →

1 education record

Joseph Zachariah education

FAQ

Frequently asked questions about Joseph Zachariah

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

What company does Joseph Zachariah work for?

Joseph Zachariah works for Transamerica Financial Advisors, Inc..

What is Joseph Zachariah's role at Transamerica Financial Advisors, Inc.?

Joseph Zachariah is listed as Registered Representative at Transamerica Financial Advisors, Inc..

Where is Joseph Zachariah based?

Joseph Zachariah is based in Germantown, Maryland, United States while working with Transamerica Financial Advisors, Inc..

What companies has Joseph Zachariah worked for?

Joseph Zachariah has worked for Transamerica Financial Advisors, Inc., World System Builder, Ey, Bell, and Rogers Communications.

Who are Joseph Zachariah's colleagues at Transamerica Financial Advisors, Inc.?

Joseph Zachariah's colleagues at Transamerica Financial Advisors, Inc. include Hannah Dato, Vic Mar, Zainab Razaie, Emily Li, and Jinson Pallippadan George.

How can I contact Joseph Zachariah?

You can use AeroLeads to view verified contact signals for Joseph Zachariah at Transamerica Financial Advisors, Inc., including work email, phone, and LinkedIn data when available.

What schools did Joseph Zachariah attend?

Joseph Zachariah holds Bachelor'S Degree, Electronics & Communications Engineering from University Of Madras.

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