Zach Westenberg, Wms™ Email and Phone Number
Zach Westenberg, Wms™ work email
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Zach Westenberg, Wms™ personal email
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Zach Westenberg, Wms™ phone numbers
Zach Westenberg, Wms™ is a Financial Advisor/Partner at Westenberg Financial Services at Westenberg Financial Services.
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Financial AdvisorWestenberg Financial Services Apr 2023 - PresentWestenberg Financial Services, an independent financial services firm, was started by Steven Westenberg in 1995. The firms common sense investment solutions, unwavering quality, and unique level of service has allowed WFS to become trusted advisors-giving each client the personal service that they've come to depend on and trust over the years.Securities and advisory services offered through Packerland Brokerage Services, Inc., an unaffiliated entity ~Member FINRA & SIPC~ -
Senior DirectorCim Group Mar 2021 - Mar 2023 -
DirectorCim Group Jan 2020 - Mar 2021 -
Associate Vice PresidentCim Group, L.P. Jun 2019 - Jan 2020 -
Internal WholesalerCim Group, L.P. Feb 2018 - Jun 2019This Regional Advisory Consultant interacts with financial advisors, office managers, back office contacts, and other financial professionals to provide unparalleled service in the marketing, sale, and distribution of CIM’s real estate investment products. This role requires the ability to identify investment objectives; match needs profile to appropriate products and effectively describe features and benefits. Responsible for cultivating existing leads and building the relationship between CIM’s external wholesalers and registered representatives. Makes a significant contribution to the region's achievement of sales objectives as part of a cohesive team. -
Internal WholesalerCole Capital Jun 2015 - Feb 2018Partner with external wholesalers to provide industry education and appointment scheduling through phone and email communications to assist financial advisors in serving their clients’ real estate investment needs.Responsibilities include:o Educate financial advisors on Cole Capital’s investment programs through phone conversations and email campaigns. o Manage external wholesaler’s calendar and schedule territory meetings with advisors and clients as appropriate. -
Intern District AgentModern Woodmen Of America Jan 2014 - May 2015
Zach Westenberg, Wms™ Education Details
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Finance, General -
Oconto High School
Frequently Asked Questions about Zach Westenberg, Wms™
What company does Zach Westenberg, Wms™ work for?
Zach Westenberg, Wms™ works for Westenberg Financial Services
What is Zach Westenberg, Wms™'s role at the current company?
Zach Westenberg, Wms™'s current role is Financial Advisor/Partner at Westenberg Financial Services.
What is Zach Westenberg, Wms™'s email address?
Zach Westenberg, Wms™'s email address is zw****@****tal.com
What is Zach Westenberg, Wms™'s direct phone number?
Zach Westenberg, Wms™'s direct phone number is +160277*****
What schools did Zach Westenberg, Wms™ attend?
Zach Westenberg, Wms™ attended University Of Wisconsin-Oshkosh, Oconto High School.
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