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Zack Fellows, Cfa is listed as Portfolio Manager/Senior Research Analyst at Managed Asset Portfolios, LLC at Managed Asset Portfolios, LLC, based in New Baltimore, Michigan, United States. AeroLeads shows a matched LinkedIn profile for Zack Fellows, Cfa.
Zack Fellows, Cfa previously worked as Portfolio Manager/Sr. Research Analyst at Managed Asset Portfolios, Llc and Plant Performance Analyst Internship at Detroit Diesel. Zack Fellows, Cfa holds Chartered Financial Analyst (Cfa) from Cfa Institute.
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Detail-oriented, analytical financial services professional with experience in client relationship management, full-service buy-side portfolio management, and executive communications. My professional interests include investment research, portfolio management, manager due diligence, and business development.
Listed skills include Financial Markets, Equity Research, Statistics, Financial Analysis, and 48 others.
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Rochester, MI, US
Managed over $1.1 billion in assets under management (AUM) across 800+ accounts, including high-net-worth individuals and institutional clients Developed comprehensive financial models tailored to the technology sector, analyzing industry trends, valuation metrics, company financials, and market catalysts to enhance investment decision-makingDeveloped.
Detroit, MI, US
Helped manage a multi-million dollar cost savings project by analyzing and forecasting costs using a self-developed Excel program.Used Microsoft Excel to create weekly and monthly KPI’s evaluating plant performance.Utilized SAP to analyze monthly cost savings from initiatives implemented throughout plant.Created presentations to communicate in-depth.
Richfield, Minnesota, US
Helped customers find the perfect solution for one of their largest discretionary purchases and monthly billsExplained complex technologies to customers in simple terms to help get them the technology that fit their needsConsistently had an NPS score of 97% or higher
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Zack Fellows, Cfa works for Managed Asset Portfolios, LLC.
Zack Fellows, Cfa is listed as Portfolio Manager/Senior Research Analyst at Managed Asset Portfolios, LLC at Managed Asset Portfolios, LLC.
Zack Fellows, Cfa is based in New Baltimore, Michigan, United States while working with Managed Asset Portfolios, LLC.
Zack Fellows, Cfa has worked for Managed Asset Portfolios, Llc, Detroit Diesel, and Best Buy.
You can use AeroLeads to view verified contact signals for Zack Fellows, Cfa at Managed Asset Portfolios, LLC, including work email, phone, and LinkedIn data when available.
Zack Fellows, Cfa holds Chartered Financial Analyst (Cfa) from Cfa Institute.
Zack Fellows, Cfa is listed with skills including Financial Markets, Equity Research, Statistics, Financial Analysis, Equities, Options, Project Management, and Operations Management.
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