Zac Smith, Cfa, Cipm Email & Phone Number

Zac Smith, Cfa, Cipm is a Senior Investment Associate at Prime Buchholz LLC. He possess expertise in investment strategies, due diligence, account reconciliation, security apl, microsoft office and 21 more skills. Colleagues describe him as "Zachary Smith worked for me at MDT Advisers in two different capacities. One of his jobs was the traditional trade support function found at many buy-side investment firms. He handled reconciliation of accounts, sending equity trades to brokers, and the problem solving that goes with those tasks. He also played a significant role in our new accounts function. That is all just background. The reason I am writing this recommendation is to point out how Zac performed during one week. It is an example of how he approached his work throughout his time at MDT. He worked for us during a high-growth period when we were adding from 40 to 50 new accounts each day. We peaked during a week when we had 400 new accounts in a single day. As you can imagine, this created a very stressful environment as the work piled up. Zac was the lead person in the new accounts area at the time and he was unflappable. The stress was not noticeable in him and the quality of his work was as excellent as it was during the slower periods. This was seven or eight years ago, in the early part of Zac's career with us, but we still talk about it to this day. When our current staff complain about small things, we tell the story of the guy we had during the week we had 400 new accounts in a day and how he attacked it with enthusiasm and professionalism. Then my Operations Manager and I smile and remark that we wish we had ten more just like Zac."

Listed skills include Investment Strategies, Due Diligence, Account Reconciliation, Security Apl, and 22 others.