Zach Westenberg, Wms™

Zach Westenberg, Wms™ Email and Phone Number

Financial Advisor/Partner at Westenberg Financial Services @ Westenberg Financial Services
Zach Westenberg, Wms™'s Location
Green Bay, Wisconsin, United States, United States
Zach Westenberg, Wms™'s Contact Details

Zach Westenberg, Wms™ personal email

Zach Westenberg, Wms™ phone numbers

About Zach Westenberg, Wms™

Zach Westenberg, Wms™ is a Financial Advisor/Partner at Westenberg Financial Services at Westenberg Financial Services.

Zach Westenberg, Wms™'s Current Company Details
Westenberg Financial Services

Westenberg Financial Services

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Financial Advisor/Partner at Westenberg Financial Services
Zach Westenberg, Wms™ Work Experience Details
  • Westenberg Financial Services
    Financial Advisor
    Westenberg Financial Services Apr 2023 - Present
    Westenberg 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~
  • Cim Group
    Senior Director
    Cim Group Mar 2021 - Mar 2023
  • Cim Group
    Director
    Cim Group Jan 2020 - Mar 2021
  • Cim Group, L.P.
    Associate Vice President
    Cim Group, L.P. Jun 2019 - Jan 2020
  • Cim Group, L.P.
    Internal Wholesaler
    Cim Group, L.P. Feb 2018 - Jun 2019
    This 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.
  • Cole Capital
    Internal Wholesaler
    Cole Capital Jun 2015 - Feb 2018
    Partner 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.
  • Modern Woodmen Of America
    Intern District Agent
    Modern Woodmen Of America Jan 2014 - May 2015

Zach Westenberg, Wms™ Education Details

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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