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!
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Wealth Management InternThe Mather Group, Llc May 2024 - Aug 2024Chicago, Illinois, United StatesGenerated 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 -
Finance InternTruvista Wealth Advisors May 2023 - Aug 2023Troy, Michigan, United StatesParticipated 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
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Landscape WorkerCreative Lawnscape May 2022 - Aug 2022Shelby Township, Michigan, United StatesUpdated 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
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Maintenance WorkerPine Trace Golf Club May 2020 - Aug 2021Rochester Hills, Michigan, United StatesKept 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 -
CashierDick'S Sporting Goods Sep 2019 - Apr 2020Rochester Hills, Michigan, United StatesHelped 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
Zach Mann Education Details
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Junior -
Troy Athens High SchoolN/A
Frequently Asked Questions about Zach Mann
What is Zach Mann's role at the current company?
Zach Mann's current role is Finance Student at Michigan State University.
What schools did Zach Mann attend?
Zach Mann attended Michigan State University, Troy Athens High School.
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Zach Mann
Associate For The Analytics & Data Group In Wealth Management At Morgan StanleyPhiladelphia, Pa2ey.com, morganstanley.com -
Zachary Mann
Caddo Mills, Tx
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