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Stefan Z. Email & Phone Number

VP - Financial Consultant at Charles Schwab
Location: Fort Lauderdale, Florida, United States 6 work roles 1 school
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Current company
Role
VP - Financial Consultant
Location
Fort Lauderdale, Florida, United States
Company size

Who is Stefan Z.? Overview

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Quick answer

Stefan Z. is listed as VP - Financial Consultant at Charles Schwab, a with 33019 employees, based in Fort Lauderdale, Florida, United States. AeroLeads shows a matched LinkedIn profile for Stefan Z..

Stefan Z. previously worked as Vice President of Investments (Private Equity) at Paulson Investment Company, Llc and Founder of Zivinci Capital (Algorithmic Trading) at Zivinci Capital. Stefan Z. holds Bachelor’S Degree, Finance & International Business from Stony Brook University.

Company email context

Email format at Charles Schwab

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Charles Schwab

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Profile bio

About Stefan Z.

As a seasoned Vice President and Founder of two thriving companies, my career is distinguished by a demonstrated history in managing investments and fostering relationships across public and private markets. I have excelled in various asset classes, evaluating thousands of companies and comprehensively analyzing their assets.This experience has forged an expansive network comprising high-net-worth individuals and institutional clients. Rooted in a profound understanding of market fundamentals and technical analysis, I bring a strategic approach to financial management and critical decision-making. This multifaceted expertise, combined with strong analytical skills and a track record of successful investor relations, uniquely positions me to make substantial contributions in dynamic financial environments. My approach goes beyond traditional metrics, encompassing a holistic understanding of organizational dynamics, team synergy, and the identification of latent assets, ensuring a comprehensive and strategic perspective in my role as a financial leader.

Listed skills include Strategic Communications, Creative Problem Solving, Strategic Planning, Marketing Strategy, and 46 others.

Current workplace

Stefan Z.'s current company

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Charles Schwab
Charles Schwab
VP - Financial Consultant
Fort Lauderdale, FL, US
Website
Employees
33019
AeroLeads page
6 roles

Stefan Z. work experience

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

Founder Of Zivinci Capital (Algorithmic Trading)

Current
Jan 2021 - Present

Vice President Of Investments (Private Equity)

New York, Us

Aug 2019 - Sep 2021

Vice President Of Investments (Wealth Management)

New York, Us

May 2018 - Aug 2019

Investment Banking Analyst (Investment Banking)

New York, Us

Apr 2017 - Sep 2018
Team & coworkers

Colleagues at Charles Schwab

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1 education record

Stefan Z. education

  • Stony Brook University
    Stony Brook University
    Finance & International Business
FAQ

Frequently asked questions about Stefan Z.

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

What company does Stefan Z. work for?

Stefan Z. works for Charles Schwab.

What is Stefan Z.'s role at Charles Schwab?

Stefan Z. is listed as VP - Financial Consultant at Charles Schwab.

Where is Stefan Z. based?

Stefan Z. is based in Fort Lauderdale, Florida, United States while working with Charles Schwab.

What companies has Stefan Z. worked for?

Stefan Z. has worked for Charles Schwab, Paulson Investment Company, Llc, Zivinci Capital, and Maxim Group.

Who are Stefan Z.'s colleagues at Charles Schwab?

Stefan Z.'s colleagues at Charles Schwab include Maxtierney Arias, Deysy Calix-Martinez, Barb Braunger, Peter Savarese, and Greg Petrakis.

How can I contact Stefan Z.?

You can use AeroLeads to view verified contact signals for Stefan Z. at Charles Schwab, including work email, phone, and LinkedIn data when available.

What schools did Stefan Z. attend?

Stefan Z. holds Bachelor’S Degree, Finance & International Business from Stony Brook University.

What skills is Stefan Z. known for?

Stefan Z. is listed with skills including Strategic Communications, Creative Problem Solving, Strategic Planning, Marketing Strategy, Team Leadership, Team Management, Social Media Marketing, and Sales.

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