Joshua Zack, Rplu, Cplp Email & Phone Number

Farmington Hills, Mi, Us

Tech/Cyber vertical focus

Farmington Hills, Mi, Us

Farmington Hills, Mi, Us

• Improved workflows for brokers company-wide by implementing a tool in which specific risks can be entered and carriers that brokers have had success placing the risk with previously will be presented, streamlining the process of determining the applicable carrier for a certain risk. • Orchestrated the compilation of a business plan for a 100% Virtual insurance company, presenting new strategies to the Burns & Wilcox team as a remote company amidst the COVID-19 Pandemic.• Enhanced production business tracking, organizing metrics such as premium, deductible and tracking production progress via the business status-Refusal/Quoted/Bind in one location.• Competed in the CIAB’s Aspiring Broker Challenge as team liaison for the victorious team of 6 interns from various insurance companies competing against others in a business simulation competition to manage the most successful insurance agency tracking performance metrics such as revenues, profits, employee attrition, and customer retention.

Global, Us

•Oversaw the work of 60+ members within a student managed organization in which business skills such as consulting, marketing, and consumer trend research are used to provide pro bono work for local Ann Arbor companies as well as companies located outside of the Ann Arbor area/off campus • Devised and implemented a new structured attendance policy, resulting in an increase in weekly meeting attendance by roughly 70% compared to the attendance during the clubs previous year•Developed and maintained relationships with companies such as Salads Up, Title Boxing, Operation Forward, Auto Books among other local and national companies/organizations, resulting in 5 new company partnerships.

Ann Arbor, Michigan, Us

• Analyze and formulate pitches for equities within a diverse range of sectors of the stock market• Create financial models to evaluate whether or not to add the stock to the club’s equity fund • Responsible for presenting weekly updates to the club regarding macroeconomic trends, current events, as well as reports over the past week and the specific impact each had on the stock market • Worked alongside the algorithmic trading team working to increase order execution times via writing code for sentiment-based strategies, momentum strategies and statistical arbitrage strategies

Royal Oak, Michigan, Us

• Conducted comprehensive review of client portfolios, including meeting with clients and advisors to assess strategies based on objectives and risk profile, identify opportunities as well as pioneer new model portfolio processes for 401(k) and personal wealth clients via assessed individual risk profile• Managed relationships with defined contribution teams at various mutual fund companies whilst researching mutual fund data regarding underperforming mutual funds during client portfolio review• Organized and compiled detailed data reports and documentation regarding plan history and performance analytics to present to clients at investment committee meetings alongside the advisor

Farmington Hills, Michigan, Us

• Provided financial strategies to clients and prepared reports on behalf of property owners and real estate developers. Reports include processing tenants' rent payments, tax payments, and vendor payments; and preparing accruals for monthly reports.• Worked along-side the accounts payable and accounts receivable team to audit, monitor and facilitate the cash flow through analyzing data and compiling property monthly expense reports• Researched property data to compile various reports comparing property breakdown of expenses as it directly related to vacancies, presented to executives during company quarterly meeting• Skillfully trained in a fully integrated accounting and management platform, Yardi Systems software

Reston, Virginia, Us

Bachelor Of Arts - Ba, Economics

Highschool Diploma, Economics