Zachary Mcbride Email & Phone Number

Scottsdale, Arizona, United States

• Managed a book of high net worth clients, serving as their primary contact for complex ownership changes.
• Built strong relationships with clients to ensure their financial needs were met effectively.
• Took ownership of living and due-to-death scenarios, providing expert guidance and support.

Scottsdale, Arizona, United States

• Proficiently opening new accounts with attention to accuracy and adherence to regulatory standards, ensuring financial regulatory compliance.
• Expertly guiding clients through rollovers and asset transfers to Vanguard, providing comprehensive support throughout the entire process to enhance client satisfaction.
• Leveraging advanced industry knowledge and navigational skills as the primary point of contact for new Vanguard clients, demonstrating a commitment to delivering exceptional service.
• Partner with clients via inbound phone calls to assist them with a wide range of ownership change inquiries, from gifting, to divorce, to minor transfers, to inheritance.
• Lead with empathy and a problem-solving mindset to help uncover client needs and provide timely and accurate solutions.
• Collaborate with internal departments through various strategic initiatives to continuously improve the client and crew experience.

Scottsdale, Arizona, United States

• Utilize strong communication skills and time management to resolve complex issues stemming from QDRO determination, along with beneficiary and asset transfers, managing 200+ cases and 300+ voicemails monthly.
• Establish significant relationships with multiple business partners to meet expected outcomes.
• Identify, track, and resolve issues in processes to improve efficiency whle maintaining regulatory compliance and positive participant experience.
• Taking lead on new hire training along with development and production of job resources to increase efficiency of Life Events team.

Scottsdale, Arizona, United States

• Assisted retirement plan participants with employer plan transactions
• Educated participants on plan rules, Vanguard funds, and Vanguard investment philosophy
• Present exceptional customer service to participants by assisting them with accurate and detailed retirement plan information
• Participate in candid investment discussions with clients in order to establish them into an asset allocation based upon their financial goals and risk tolerance

• Responsible for counseling clients, conducting assessments, crisis intervention, developing treatment plans, facilitating referrals, group counseling, and education.
• Maintains confidential, systematic, and accurate documentation of client progress.
• Develops goal-oriented psychoeducational and activity therapy groups to improve clients' level of functioning.
• Maintains licensure through continual training to adhere to county, state and federal guidelines and regulations, along with developing further clinical tools.
• Guides clients in effective clinical therapeutic exercises integrated from Cognitive Behavior Therapy and Dialectical Behavior Therapy.
• Catalogs and tracks multiple clients, scoring their advancements or escalating their risk potential in case of backsliding.

Bachelor Of Science - Bs, Psychology

Activities and Societies: Related coursework: Introductory Psychology; Drugs and Behavior; Abnormal Psychology; Social Psychology.

Associate In Science, Behavioral Sciences - Alcohol & Other Drug Studies

Activities and Societies: Related coursework: Intro to Chemical Dependency; Chemical Dependency Family Counseling Techniques; Law, Ethics.