Zach Mann

Zach Mann Email and Phone Number

Finance Student at Michigan State University
Zach Mann's Location
Troy, Michigan, United States, United States
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!

Zach Mann's Current Company Details

Finance Student at Michigan State University
Zach Mann Work Experience Details
  • The Mather Group, Llc
    Wealth Management Intern
    The Mather Group, Llc May 2024 - Aug 2024
    Chicago, Illinois, United States
    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
  • Truvista Wealth Advisors
    Finance Intern
    Truvista Wealth Advisors May 2023 - Aug 2023
    Troy, Michigan, United States
    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
  • Creative Lawnscape
    Landscape Worker
    Creative Lawnscape May 2022 - Aug 2022
    Shelby Township, Michigan, United States
    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
  • Pine Trace Golf Club
    Maintenance Worker
    Pine Trace Golf Club May 2020 - Aug 2021
    Rochester Hills, Michigan, United States
    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
  • Dick'S Sporting Goods
    Cashier
    Dick'S Sporting Goods Sep 2019 - Apr 2020
    Rochester Hills, Michigan, United States
    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

Zach Mann Education Details

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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