Zac Tornquist, Aams, Cetf Email & Phone Number

Meridian, Id, Us

Inspire is a leading provider of biblically responsible investments managing billions of dollars in assets under management, and creator of the globally recognized Inspire Impact Score™, which investors around the world use to measure the biblical alignment of their investments according to Biblically Responsible Investing (BRI) principles. Inspire has been ranked in the “Top 50 fastest growing RIA firms” by FA Magazine three years in a row and was recognized in The Financial Times “Americas’ Fastest Growing Companies” 2021 and 2022 report, as well as the Inc. 5000 list of fastest-growing private companies in America three years running. Inspire also donates 50% or more of its net corporate profits to support impactful ministry projects around the globe through its Give50 Program. To learn more, visit www.inspireinvesting.com.As an ETF Sales Specialist at Inspire Investing, I am dedicated to expanding our reach and influence in the realm of faith-based investing. I engage with advisors and advisory firms, showcasing the transformative power of integrating biblically responsible principles into their product offerings.

Westlake, Texas, Us

Menlo Park, California, Us

This role consisted of answering inbound customer inquiries through phone, email and chat channels. As a member of the after hours equities team, my primary responsiblity was to answer questions regarding equities trading, margin investing, and options contracts. Success in this position was measured by a variety of factors including call handle time, NPS scores, and customer surveys. This was an entirely work from home position

Harbor Investment Advisors is a team of world class financial professionals that deliver exceptional customer experience through financial advising. Senior partner Ed Klein has over 37 years experience with portfolio construction and asset management. We specialize in advising business owners in the construction and management of retirement plan assets. With a mission of helping individual investors achieve financial success, we pride ourselves in the quality of work we deliver.

Cleveland , Ohio, Us

The licensed relationship manager role is comprised of all personal banker tasks with the addition of the FINRA series 6/63 securities licenses. This role has a focus on investment sales and developing trusted relationships with investment grade clients. Demonstrating above and beyond the average customer service role and providing a suite of financial solutions for even the most complex of needs.This role required mining and developing a book of business from existing bank clients as well as walk in clientele. A common mantra was "turning service into sales" as a high percentage of appointments were serviced based and presented opportunities to deepen relationships between the client and the bank.

New York, Ny, Us

The personal banker role embodied service and sales and had a variety of daily functions. Managing an accurate cash box as a back-up teller, opening new accounts for walk-in customers, and completing service tasks for existing clients. A major focus of this position was to educate clients on self service banking channels such as mobile and online banking in order to save clients and the company time and money. This role measured success in year over year production on a branch level as well as individual. During my time in the role, I lead this branch to the #1 position in year over year growth for mobile and online activations in the country. This was the primary metric for success within JP Morgan Chase bank and is something I am very proud of.