Zachary P. Benton Email and Phone Number

- Serve financial professionals over the phone, finding solutions to complex financial modeling questions- Help advisors process client questions and analyze the most efficient route to model their financial plans- Meticulously document notes and customer interactions through Salesforce.

- Present financial literacy to the VT community on topics including budgeting, credit, student loans, financial planning/goal setting, and banking- Assist in student coaching appointments with a certified personal financial manager, take notes, and provide feedback to students when appropriate.- Develop guidance for students on saving money; including on-campus resources as well as the greater Blacksburg area related to finances (thrift shop locations, deals at restaurants, student emergency loan program, etc.)

- 13 week internship experience at Chesapeake Bank- Educated in all of Chesapeake Financial Shares' departments and lines of business; vast knowledge of the banking industry and the financial industry- Gained valuable interpersonal and money-handling skills on the teller line- Completed Virginia Bankers Association internship challenge; capstone project on the future of banking

- Significantly improved efficiency by helping the bank switch debit card providers- Assisted upper-level management with projects, reducing the overall workload and increasing efficiency - Researched and pitched information on a $200,000+ ATM proposal decision- Completed Virginia Bankers Association internship program; capstone project on fintech