Zachary Lytle

Zachary Lytle Email and Phone Number

Financial Advisor at Wiser Advisor Group @ Wiser Advisor Group
Phoenix, AZ 85028, US
Zachary Lytle's Location
Phoenix, Arizona, United States, United States
Zachary Lytle's Contact Details

Zachary Lytle work email

Zachary Lytle personal email

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About Zachary Lytle

Zachary Lytle is a Financial Advisor at Wiser Advisor Group at Wiser Advisor Group. He possess expertise in financial modeling, microsoft word, research, microsoft excel, urban planning and 6 more skills.

Zachary Lytle's Current Company Details
Wiser Advisor Group

Wiser Advisor Group

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Financial Advisor at Wiser Advisor Group
Phoenix, AZ 85028, US
Employees:
2
Zachary Lytle Work Experience Details
  • Wiser Advisor Group
    Coo
    Wiser Advisor Group May 2023 - Present
    Phoenix, Arizona, United States
  • Rbc Wealth Management
    Financial Advisor
    Rbc Wealth Management Oct 2021 - May 2023
    Phoenix, Arizona, United States
    Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.
  • Rbc Wealth Management
    Registered Client Associate
    Rbc Wealth Management Oct 2018 - Oct 2021
    Phoenix, Arizona
  • Venture-Me
    Founder
    Venture-Me Sep 2016 - Jul 2021
    Phoenix, Arizona Area
    Business Concept still under development.Through developing this concept I have conducted in-depth analysis of the scuba diving / sporting actives market to validate the need for my business concept and to determine key players in the industry and how they would be involved. Created presentations and financial models. Presented business plan to multiple CEO’s in the travel industry, including the CEO of Virtuoso organization and Brownell Virtuoso Travel Agency. Received agreement from both companies for assistance in designing the product (pre-Alpha clients). Created survey documents and interviewed key market players to collect primary data to enhance my understanding of the market.
  • Johnson Financial Group
    Universal Banker
    Johnson Financial Group Jul 2018 - Sep 2018
    Scottsdale, Arizona
    The Universal Banker is responsible for processing transactions and advising clients in their selection financial products and services. The role fulfills the responsibilities of both a Teller and a Relationship Banker.
  • Exclusive Model Management
    Model
    Exclusive Model Management Jul 2017 - Aug 2018
    Phoenix, Arizona Area
  • National Kidney Foundation Of Arizona
    Finance Intern
    National Kidney Foundation Of Arizona Aug 2015 - Nov 2015
    Phoenix, Arizona Area
    During my time at Arizona Kidney foundation I assisted CFO with budget and expense analysis. Revised Financial filing and storage process. Assisted the finalization of two audits. Converted paper documents into digital data then filed that data into excel spreadsheets.

Zachary Lytle Skills

Financial Modeling Microsoft Word Research Microsoft Excel Urban Planning Geographic Information Systems Presenting Presentations Environmental Planning Sales Microsoft Powerpoint

Zachary Lytle Education Details

Frequently Asked Questions about Zachary Lytle

What company does Zachary Lytle work for?

Zachary Lytle works for Wiser Advisor Group

What is Zachary Lytle's role at the current company?

Zachary Lytle's current role is Financial Advisor at Wiser Advisor Group.

What is Zachary Lytle's email address?

Zachary Lytle's email address is za****@****rbc.com

What schools did Zachary Lytle attend?

Zachary Lytle attended Arizona State University.

What skills is Zachary Lytle known for?

Zachary Lytle has skills like Financial Modeling, Microsoft Word, Research, Microsoft Excel, Urban Planning, Geographic Information Systems, Presenting, Presentations, Environmental Planning, Sales, Microsoft Powerpoint.

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