Zach Broyles Email & Phone Number

I am an Associate with a decade of experience in the financial sector, specializing in valuation, risk management, and alternative investments. My expertise lies in conducting income evaluation and educating others on financial concepts such as discounted cash flow models and market comparables. This role has significantly enhanced my team's decision-making processes.Throughout my career, I have guided SaaS product development strategies while successfully contributing to marketing initiatives and revenue growth. Additionally, I've collaborated on the normalization process for income statements and balance sheets, ensuring accurate financial analysis and reporting.My freelance work as a Financial Modeler, Analyst, and Allocator based in Denver, Colorado, has allowed me to manage various projects, including real estate development modeling, advising on startup funding, underwriting alternative financing strategies for local businesses, and providing valuable advice to family offices on acquisitions, risk management, and buy-side investments.As an advisor for high-net-worth families, I have developed various strategies in capital markets, real estate, the healthcare sector, and opportunistic markets. My unique selling point is my ability to adapt quickly to new industries and leverage my financial expertise to optimize investment opportunities.I’m a deal junkie at heart and thrive when analyzing and structuring deals – acquisitions, capital structures, financing options. I combine those analytical skills with superior relationship development and management qualities.Industry Experience: Investment, Wealth Management, Real Estate, Banking, Agriculture, Consumer Product, IT Hardware, CRM platformsCareer Highlights:• Developed a conservation tax credit finance firm – Focused on CEOs and other high net work business leaders. Highly successful but business upended by change in tax laws.• Business development officer for the Rocky Mountain region for BNY Mellon Wealth Management.I’m politely ferocious, and I build teams with a like-minded ethos. Specialties:Commercial Real Estate, Consultive Sales, Enterprise Sales, Business Development, New Markets, Forecasting, Products Launches, Technical Sales, Territory Development, Account Management, Management, Marketing, Marketing Strategy, Modern Portfolio Theory, Alternative Investments, Correlations, Interest Rates, Capital Equipment, Analytics, CRM, Salesforce, Appfolio, Crowdstreet,

Listed skills include Strategy, Crm, New Business Development, Team Building, and 24 others.