Advanced Strategy Coordinator
Financial Benefits Group
AeroLeads people directory · profile
Zach Mann Email & Phone Number
Advanced Strategy Coordinator
at
Financial Benefits Group
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Financial Benefits Group
Role
Advanced Strategy Coordinator
Location
Troy, Michigan, United States
Who is Zach Mann? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Zach Mann is listed as Advanced Strategy Coordinator at Financial Benefits Group, based in Troy, Michigan, United States. AeroLeads shows a matched LinkedIn profile for Zach Mann.
Zach Mann previously worked as Wealth Management Intern at The Mather Group, Llc and Finance Intern at Truvista Wealth Advisors. Zach Mann holds Bachelor'S Degree, Finance, Junior from Michigan State University.
Profile bio
About Zach Mann
I am Zach Mann, a Finance major at Michigan State University's Broad College of Business, with a minor in Financial Planning and Wealth Management expected to graduate in May 2025. In the summer of 2023, I interned at TruVista Wealth Advisors in Troy, MI, where I played a pivotal role in client interactions, meticulously documenting meetings, and organizing client data. I also established connections with industry professionals.My previous roles include Landscape Worker at Creative Lawnscape, Delivery Driver for DoorDash, and grounds crew member at Pine Trace Golf Course, where I honed my teamwork and customer service skills. I also have experience as a Retail Sales Associate/Cashier at Dick's Sporting Goods.I'm an active member of several organizations, including the Supply Chain Management Association, Future Leaders in Sports and Entertainment, and the Wealth Management Association. Please feel free to reach out if you have any questions!
Current workplace
Zach Mann's current company
Company context helps verify the profile and gives searchers a useful next step.
Financial Benefits Group
6 roles
Zach Mann work experience
A career timeline built from the work history available for this profile.
Wealth Management Intern
Generated leads by making outbound calls to industry executives, effectively communicating andexplaining company services.Utilized MoneyGuidePro to build personalized retirement plans, incorporating detailed financial data,projected expenses, and various scenariosLeveraged Bloomberg Terminal to conduct in-depth research on the retirement plans of Fortune 500companies, gathering specific details to support strategic financial planning
May 2024 - Aug 2024
Finance Intern
Truvista Wealth Advisors
Participated in meetings between advisors and clients and took detailed notes to update client information Created and sorted client list in Microsoft Excel to determine end of year money distributions Facilitated relationships and gathered information from other business professionals in hopes of gaining mutual clients
May 2023 - Aug 2023
Landscape Worker
Creative Lawnscape
Updated customers throughout various projects to ensure their satisfaction Coordinated with coworkers to efficiently complete daily duties Made decisions on behalf of my employer to allow us to complete the project more effectively
May 2022 - Aug 2022
Maintenance Worker
Kept the appearance of turf neat and professional with daily mowing, trimming and maintenance Managed nearby features such as bunkers with raking and regular care Removed leaves, clippings and debris with blowers or collection methods
May 2020 - Aug 2021
Cashier
Helped customers find specific products, answered questions and offered product advice Sold various products by explaining features and educating customers on proper application Maintained knowledge of current promotions, exchange/payment guidelines, and security practices
Sep 2019 - Apr 2020
2 education records
Zach Mann education
Bachelor'S Degree, Finance, Junior
Education record
Troy Athens High School
FAQ
Frequently asked questions about Zach Mann
Quick answers generated from the profile data available on this page.
What company does Zach Mann work for?
Zach Mann works for Financial Benefits Group.
What is Zach Mann's role at Financial Benefits Group?
Zach Mann is listed as Advanced Strategy Coordinator at Financial Benefits Group.
Where is Zach Mann based?
Zach Mann is based in Troy, Michigan, United States while working with Financial Benefits Group.
What companies has Zach Mann worked for?
Zach Mann has worked for Financial Benefits Group, The Mather Group, Llc, Truvista Wealth Advisors, Creative Lawnscape, and Pine Trace Golf Club.
How can I contact Zach Mann?
You can use AeroLeads to view verified contact signals for Zach Mann at Financial Benefits Group, including work email, phone, and LinkedIn data when available.
What schools did Zach Mann attend?
Zach Mann holds Bachelor'S Degree, Finance, Junior from Michigan State University.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Zach Mann you were looking for.
View similar profiles
