Client Relationship Associate
Current
Sep 2024 - Present
AeroLeads people directory · profile
Zachary V. Email & Phone Number
Client Relationship Associate
at
Boston Light Financial
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Relationship Associate
Location
Greater Boston, United States
Who is Zachary V.? Overview
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Quick answer
Zachary V. is listed as Client Relationship Associate at Boston Light Financial, based in Greater Boston, United States. AeroLeads shows a matched LinkedIn profile for Zachary V..
Zachary V. previously worked as Intern at Vermont Mutual Insurance Group and Financial Advisor Intern at Baystate Financial. Zachary V. holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from University Of Vermont Grossman School Of Business.
Company email context
Email format at Boston Light Financial
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Boston Light Financial
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Profile bio
About Zachary V.
Zachary V. is a Client Relationship Associate at Boston Light Financial.
Current workplace
Zachary V.'s current company
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6 roles
Zachary V. work experience
A career timeline built from the work history available for this profile.
Intern
- Rotated through all departments within a Ward’s 50 P/C insurance company, including claims, underwriting,marketing, finance, and R&D- Researched new and active vendors of claims services to optimize their usage and present resultsto company management and executives- Compiled information on commercial lines properties for underwriting- Used Excel to provide analysis of legal spending on primary law firms used by Vermont Mutual
Jun 2023 - Sep 2023
Financial Advisor Intern
- Marketed financial products and workshops through various digital channels- Prospected new clients- Worked on projects with a focus on marketing saving and investment plans, retirement, and insurance solutions- Connected with local businesses to promote and facilitate cost-free financial education offerings
Jan 2023 - May 2023
Sales Intern
- Obtained insurance producer license for Accident & Health or Sickness in Massachusetts.- Outreached to dormant accounts to reconnect them with Aflac- Booked appointments with prospects- Marketed Aflac products to cold leads over the phone and in person
Jun 2022 - Nov 2022
Jul 2021 - Aug 2021
Ski Instructor
Nov 2016 - Mar 2018
2 education records
Zachary V. education
Bachelor Of Business Administration - Bba, Business Administration And Management, General
University Of Vermont Grossman School Of Business
High School Diploma
Acton-Boxborough Regional High School
FAQ
Frequently asked questions about Zachary V.
Quick answers generated from the profile data available on this page.
What company does Zachary V. work for?
Zachary V. works for Boston Light Financial.
What is Zachary V.'s role at Boston Light Financial?
Zachary V. is listed as Client Relationship Associate at Boston Light Financial.
Where is Zachary V. based?
Zachary V. is based in Greater Boston, United States while working with Boston Light Financial.
What companies has Zachary V. worked for?
Zachary V. has worked for Boston Light Financial, Vermont Mutual Insurance Group, Baystate Financial, Aflac, and Camp Avoda, Inc..
How can I contact Zachary V.?
You can use AeroLeads to view verified contact signals for Zachary V. at Boston Light Financial, including work email, phone, and LinkedIn data when available.
What schools did Zachary V. attend?
Zachary V. holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from University Of Vermont Grossman School Of Business.
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