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Zack Weismann Email & Phone Number
Senior Portfolio Manager
at
Bank of America Private Bank
1 work email found
@usbank.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Portfolio Manager
Location
United States
Company size
Who is Zack Weismann? Overview
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Quick answer
Zack Weismann is listed as Senior Portfolio Manager at Bank of America Private Bank, a with 3575 employees, based in United States. AeroLeads shows a work email signal at usbank.com and a matched LinkedIn profile for Zack Weismann.
Zack Weismann previously worked as Portfolio Manager at U.S. Bank and Portfolio Manager at Bank Of America Private Bank. Zack Weismann holds Business, Finance from University Of Nevada-Las Vegas - College Of Business.
Company email context
Email format at Bank of America Private Bank
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{first}.{last}@usbank.com
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AeroLeads found 1 current-domain work email signal for Zack Weismann. Compare company email patterns before reaching out.
Profile bio
About Zack Weismann
I excel in areas with analytical needs, as well as provide exceptional customer service and problem resolution in fast paced settings. A thorough understanding of financial industry essentials gives me a substantial foundation to help clients achieve their objectives while utilizing my skills to accomplish organizational goals. I posses a strong moral compass, can quickly comprehend new concepts, and my energy and motivation will provide positive inspiration to co-workers and management alike.
Listed skills include Investments, Wealth Management, Portfolio Management, Asset Allocation, and 1 others.
Current workplace
Zack Weismann's current company
Company context helps verify the profile and gives searchers a useful next step.
Bank Of America Private Bank
10 roles
Zack Weismann work experience
A career timeline built from the work history available for this profile.
Senior Portfolio Manager
Portfolio Manager
Deliver investment services to help clients work toward their goals. Use my experience to establish an integrated investment approach, offering asset allocation strategies and recommendations based on short- and long-term financial objectives, financial status and risk profiles.
Portfolio Manager
Manage and deepen relationships with high/ultra high net worth families by providing custom, integrated investment advice and portfolio management services.
Sep 2016 - Nov 2021
Portfolio Manager Associate
Assisting a team of Portfolio Managers in providing integrated investment advice and portfolio management services to high net worth clients.
Apr 2012 - Sep 2016
Financial Associate
Neddenriep Financial
Responsible for collecting and analyzing data related to client’s portfolios and using the data collected in preparing client reports.
Aug 2011 - Apr 2012
Student Fund Manager/Domestic Economist
Unlv Student Managed Investment Fund
Responsible for analyzing and screening equities and securities. Analyzed financial statements and financial ratios for companies that were seen as potential investment opportunities. Presented potential investments to fund management class.
Aug 2010 - May 2011
Cfa Global Investment Research Challenge Competitor
Cfa Society Of Nevada
Researched, analyzed, and reported on a company as if we were practicing analysts. Created a valuation analysis using various methods. Final presentations were evaluated by high-profile panel of CFA charter holders from top firms.
Oct 2010 - Feb 2011
Financial Representative Intern
Northwestern Mutual Financial Network
Created Personal Needs Analysis (PNA) for clients that outlined financial strategies to accomplish both long and short-term financial goals. Delivered informational presentations that outlined financial needs. Analyzed client’s standard of living and cross-referenced them with needs and suggested products that best fit their needs.
Jun 2010 - Oct 2010
Camp Director/Coach/Referee
Sierra Nevada Soccer League
Controlled all the financial aspects associated with the soccer camp, which included, planning, budgeting, tracking of operating costs, and income. Also, coordinated and executed soccer day camps and practices for ages ranging from 8-13. Helped players develop personal and sportsmanship skills.
Jun 2007 - Aug 2008
2 education records
Zack Weismann education
Business, Finance
Business, Finance
Northwest University
FAQ
Frequently asked questions about Zack Weismann
Quick answers generated from the profile data available on this page.
What company does Zack Weismann work for?
Zack Weismann works for Bank of America Private Bank.
What is Zack Weismann's role at Bank of America Private Bank?
Zack Weismann is listed as Senior Portfolio Manager at Bank of America Private Bank.
What is Zack Weismann's email address?
AeroLeads has found 1 work email signal at @usbank.com for Zack Weismann at Bank of America Private Bank.
Where is Zack Weismann based?
Zack Weismann is based in United States while working with Bank of America Private Bank.
What companies has Zack Weismann worked for?
Zack Weismann has worked for Bank Of America Private Bank, U.S. Bank, Neddenriep Financial, Unlv Student Managed Investment Fund, and Cfa Society Of Nevada.
How can I contact Zack Weismann?
You can use AeroLeads to view verified contact signals for Zack Weismann at Bank of America Private Bank, including work email, phone, and LinkedIn data when available.
What schools did Zack Weismann attend?
Zack Weismann holds Business, Finance from University Of Nevada-Las Vegas - College Of Business.
What skills is Zack Weismann known for?
Zack Weismann is listed with skills including Investments, Wealth Management, Portfolio Management, Asset Allocation, and Financial Analysis.
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