Zach Walker

Zach Walker Email and Phone Number

Financial Advisor | Empowering Clients to Achieve Financial Success @ Edward Jones
Zach Walker's Location
Dallas, Texas, United States, United States
Zach Walker's Contact Details

Zach Walker personal email

n/a
About Zach Walker

As a Financial Advisor with Edward Jones, I am passionate about helping my clients navigate the complexities of their financial lives with confidence. Whether you're a small business owner striving to grow your business, a pre-retiree planning for life after work, or a young family focused on building a secure future, I offer personalized strategies designed to help you reach your financial goals.Growing up in a family of small business owners, I understand the challenges and opportunities entrepreneurs face. I also know the importance of thoughtful planning when it comes to securing your family's financial future or preparing for retirement. My approach is relationship driven – I take the time to understand what matters most to you, so we can create a tailored plan that fits your unique needs and long-term vision.With years of experience in building relationships and understanding clients' needs, I have a unique perspective on helping individuals and businesses achieve financial success. My ability to break down complex financial concepts and tailor solutions to each client's situation ensure that you receive personalized guidance every step of the way. I am fully committed to being a trusted partner, helping you navigate life's transitions and develop a plan that not only grows your wealth but also aligns with your life's ambitions.Outside of work, my life revolves around family, community, and staying active. My wife Lauren and I love spending time together through taking our 6 year old black lab, Brody on walks around our neighborhood, traveling, playing golf and pickleball, watching college football, and being with family and friends. I'm also a Dallas native with deep roots here, and I'm passionate about giving back to the community that shaped me. Whether it's through my work or personal life, I'm always looking for ways to make a positive and lasting impact.At the end of the day, I'm here to help you focus on what really matters – building a meaningful life for you and your loved ones – while I handle the complexities of your financial plan. It's never too early or too late to start building the future you envision./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Zach Walker's Current Company Details
Edward Jones

Edward Jones

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Financial Advisor | Empowering Clients to Achieve Financial Success
Zach Walker Work Experience Details
  • Edward Jones
    Financial Advisor
    Edward Jones Sep 2024 - Present
    St. Louis, Mo, Us
  • Edward Jones
    Financial Advisor Trainee
    Edward Jones Apr 2024 - Sep 2024
    St. Louis, Mo, Us
  • Splunk
    Discretionary Business Development Representative
    Splunk May 2023 - Apr 2024
    San Francisco, California, Us
    • Managed a total of ~220 enterprise customer and prospect accounts in the Manufacturing Industry spread across 4 Regional Account Managers in the Southeast Region of the United States.• Built and nurtured relationships with potential clients by understanding their needs and positioning Splunk’s products and services as potential solutions that can address those needs.• Equiped Account Managers with valuable insights and information about their accounts and potential clients to create a seamless handoff between lead generation and the sales process.• Achieved 75% of quarterly goals in 2 out of 3 quarters through proactive prospecting: executing 55+ calls and 200 emails daily, implementing effective lead generation strategies for new meetings within accounts.
  • Nxtsys Consulting, Llc
    National Channel Sales Manager
    Nxtsys Consulting, Llc Apr 2022 - Apr 2023
    Southlake, Texas, Us
    • Managed, provided technical assistance, ran discovery meetings, prospected, and provided billing and account support to 10 different AT&T direct Mid-Market Sellers and their assigned accounts.• Recruited and onboarded 20 sub-agents (IT Vendors, MSP’s, etc.) to provide access to the portfolio of NXTSYS Services - 650 solutions across Internet/Connectivity, UCaaS, CCaaS, SaaS, Cloud, Managed Services, Cybersecurity, and Energy services.• Strategically worked with 3rd Party Channel Managers to develop product-based client solutions.• Exceeded 130% in YTD Profit Target.
  • At&T
    Lead Account Director S2 - Mid Market Acquisition
    At&T Jun 2021 - Mar 2022
    Dallas, Tx, Us
    • Managed ~340 medium size business accounts.• Provided each of my accounts with top tier account management by offering billing support, custom designed network solutions, post-sales support, and technical expertise.• Exceeded 100% in YTD NSR, CRU, & Security attainment.• Ranked as the #1 seller in Mid-Market Acquisition across 400+ sellers YTD with a weighted attainment of 165% consisting of Wireline, MAP, Security, and CRU.
  • At&T
    Lead Account Director S1 - Mid Market Protect & Grow
    At&T Aug 2020 - May 2021
    Dallas, Tx, Us
    • Managed ~1200 small to medium size business accounts.• Helped my assigned accounts by offering top-level customer service via prompt responses and in-depth solutions that enhanced their network infrastructure.• Managed an external team of 6-8 different solution providers that assisted me with customer outreach, appointment setting, technical support, and post-sales support.
  • At&T
    Sales Executive S1 - Small Business Acquistion
    At&T Jan 2020 - Jul 2020
    Dallas, Tx, Us
    • Managed ~20,000 small business accounts located in Northeast Dallas.• Modified my selling tactics by learning how to utilize my internal/external resources; such as salesforce, outreach, zoominfo, tableau, linkedin, and partners to provide an added benefit to the end customer.• Enhanced my product knowledge by developing an understanding of how to combine different solutions into one encompassing solution consisting of Internet/Connectivity, Voice, Cybersecurity, and Wireless.
  • At&T
    Client Solutions Executive, B2B Sales
    At&T Aug 2019 - Dec 2019
    Dallas, Tx, Us
    • Spent 5 months in a rigorous sales training program finishing in the top 15% of my class with a weighted YTD quota attainment of 110%.• Learned how to navigate through the entire sales process including prospecting, discovery, solution design, proposal review, and close.• Assisted the project management team with implementation and support to complete my orders in a timely and seamless manner.• Navigated through the numerous AT&T systems to increase my product knowledge and understand how to resolve customer issues when they arise.
  • Phi Gamma Delta
    Graduate Relations Chair
    Phi Gamma Delta Jan 2018 - Aug 2019
    Lexington, Kentucky, Us
    Responsible for communicating upcoming chapter events with our graduate brothers and providing them with chapter updates. Plan Dad’s & Grad’s weekend for the Fall and plan, budget, and host our 50th annual Frank Norris Pig Dinner, which had 300+ members in attendance.
  • Phi Gamma Delta
    Finance Committe Member
    Phi Gamma Delta Jan 2017 - Jul 2019
    Lexington, Kentucky, Us
    One of 4 members selected to assist the treasurer in completion of bookkeeping, holding 270 members and graduate brothers accountable for past/current dues, keep record of transactions. Helped determine annual budget and distribution of costs per service provided by the fraternity. Review and approve committee chairman’s requested funds for upcoming events.
  • Phi Gamma Delta
    Academic Chair
    Phi Gamma Delta Jan 2016 - May 2019
    Lexington, Kentucky, Us
    Monitor the grades of 230 members in the fraternity. Assist them with finding tutors, encouraging class attendance and participation, being a resource for all members
  • Phi Gamma Delta
    Head Philanthropy Chair
    Phi Gamma Delta Jan 2017 - Dec 2017
    Lexington, Kentucky, Us
    Responsible for raising $30,000 for Champion SpecialMinistries. Organized, planned and budgeted annual Carol of the Greeks Event that hosted 2000+ attendees including all sororities on campus. Hosted annual crawfish boil and paired with a NPHC fraternity, initiated multiple percentage nights with local companies.
  • Phi Gamma Delta
    Head Recruitment Chair
    Phi Gamma Delta Nov 2016 - Oct 2017
    Lexington, Kentucky, Us
    Responsible for bringing in 30 spring pledges and 63 fall pledges. Provide guidance and act as mentor to my fellow fraternity brothers who assumed the role after my stint concluded.
  • University Of Arkansas
    Assitant Recruiter - Football Team
    University Of Arkansas Dec 2017 - Jun 2019
    Fayetteville, Ar, Us
    • Assisted in the recruiting department by working in databases setting up player profiles for 1000+ recruits, reviewing and editing film, and compiling player profiles for our Coaches’ recruiting trips.• Hosted campus tours for highly talented recruits during multiple recruiting camps held throughout the year.
  • At&T
    Summer Internal Auditor Intern, Finance Dept.
    At&T May 2018 - Aug 2018
    Dallas, Tx, Us
    • Assisted 100 company team members in the Internal Audit department by cross checking relevant public leases and agreements across multiple databases in order to find discrepancies within the systems.• Helped with the completion of the planning phase, which entailed writing a brief announcement letter to be shared with executive leadership, submitting data requests, establishing flow charts, and conducting a detailed audit summary.• Completed the fieldwork phase of a $1.7 Billion asset which resulted in a substantial finding regarding broadcasting spectrum into a neighboring area without proper agreement.• Established detailed work papers that provided meaningful impact to the final report that is sent to executive leadership.
  • Matador Resources Company
    Summer Accounting And Finance Intern
    Matador Resources Company May 2016 - Aug 2017
    Dallas, Texas, Us
    • Assisted 25 company team members in the Accounting Department with Capex and Ad valorem accruals, Depreciation Schedules, Financial Derivatives, Reviewing and filing away leases.• Developed Excel spreadsheets which showed available and unavailable leases in the locations in which they were interested in drilling.• Conducted a vendor audit project entailing sorting through 400+ invoices, creating an excel spreadsheet, running tests to find differences based on price sheet, and met with vendor to determine and confirm if costing structure of the relationship was in line with the agreed upon contract.• Assisted with the implementation and integration of a newly acquired accounting software.
  • Matador Resources Company
    Summer Legal Intern
    Matador Resources Company May 2015 - Aug 2015
    Dallas, Texas, Us
  • Northwood Country Club
    Golf Services
    Northwood Country Club Mar 2013 - Aug 2015
  • Matador Resources Company
    Summer Land Intern
    Matador Resources Company May 2013 - Aug 2013
    Dallas, Texas, Us

Zach Walker Skills

Leadership Microsoft Word Microsoft Excel Microsoft Powerpoint Teamwork Research Management Customer Service Time Management Event Planning

Zach Walker Education Details

  • University Of Arkansas
    University Of Arkansas
    Bachelors In Finance With A Concentration In Investments & Minor In Marketing
  • Jesuit Dallas
    Jesuit Dallas

Frequently Asked Questions about Zach Walker

What company does Zach Walker work for?

Zach Walker works for Edward Jones

What is Zach Walker's role at the current company?

Zach Walker's current role is Financial Advisor | Empowering Clients to Achieve Financial Success.

What is Zach Walker's email address?

Zach Walker's email address is zw****@****sys.com

What schools did Zach Walker attend?

Zach Walker attended University Of Arkansas, Jesuit Dallas.

What skills is Zach Walker known for?

Zach Walker has skills like Leadership, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Teamwork, Research, Management, Customer Service, Time Management, Event Planning.

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