Founder
Waterfall Planning
AeroLeads people directory · profile
Zac Murphy, Cfa Email & Phone Number
Founder
at
Waterfall Planning
1 work email found
@pimco.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Who is Zac Murphy, Cfa? Overview
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Quick answer
Zac Murphy, Cfa is listed as Founder at Waterfall Planning, based in Austin, Texas, United States. AeroLeads shows a work email signal at pimco.com and a matched LinkedIn profile for Zac Murphy, Cfa.
Zac Murphy, Cfa previously worked as Financial Planning Associate and Investment Analyst at Ullmann Wealth Partners and Account Associate at Pimco. Zac Murphy, Cfa holds Bachelor Of Arts - Ba, Economics from University Of Florida.
Company email context
Email format at Waterfall Planning
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*@pimco.com
68% confidence
AeroLeads found 1 current-domain work email signal for Zac Murphy, Cfa. Compare company email patterns before reaching out.
Profile bio
About Zac Murphy, Cfa
Investment Specialist with a demonstrated history of working in the finance and technology industries. Skilled in Fixed Income Strategies, Alternative Investments, Portfolio Analysis, and Investment Analysis. Strong finance professional with a Bachelor of Arts focused in Economics from the University of Florida.
Listed skills include Data Analytics, Professional Communication, Client Relations, Bloomberg Terminal, and 8 others.
Current workplace
Zac Murphy, Cfa's current company
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6 roles
Zac Murphy, Cfa work experience
A career timeline built from the work history available for this profile.
Financial Planning Associate And Investment Analyst
Account Associate
Current
Jan 2023 - Present
Account Analyst
Mar 2022 - Dec 2022
Consumer Investment Specialist
Mar 2021 - Jan 2022
Corporate Account Representative
-Consistently managed a workday that consisted of account management, organizing meetings with IT directors of corporate companies, and leading sales processes.-Grew relationships with companies’ IT teams to help them meet their networking and computing needs.-Prospected and built relationships with customers working to grow their IT environment.
Sep 2020 - Feb 2021
1 education record
Zac Murphy, Cfa education
FAQ
Frequently asked questions about Zac Murphy, Cfa
Quick answers generated from the profile data available on this page.
What company does Zac Murphy, Cfa work for?
Zac Murphy, Cfa works for Waterfall Planning.
What is Zac Murphy, Cfa's role at Waterfall Planning?
Zac Murphy, Cfa is listed as Founder at Waterfall Planning.
What is Zac Murphy, Cfa's email address?
AeroLeads has found 1 work email signal at @pimco.com for Zac Murphy, Cfa at Waterfall Planning.
Where is Zac Murphy, Cfa based?
Zac Murphy, Cfa is based in Austin, Texas, United States while working with Waterfall Planning.
What companies has Zac Murphy, Cfa worked for?
Zac Murphy, Cfa has worked for Waterfall Planning, Ullmann Wealth Partners, Pimco, Bank Of America Merrill Lynch, and Cdw.
How can I contact Zac Murphy, Cfa?
You can use AeroLeads to view verified contact signals for Zac Murphy, Cfa at Waterfall Planning, including work email, phone, and LinkedIn data when available.
What schools did Zac Murphy, Cfa attend?
Zac Murphy, Cfa holds Bachelor Of Arts - Ba, Economics from University Of Florida.
What skills is Zac Murphy, Cfa known for?
Zac Murphy, Cfa is listed with skills including Data Analytics, Professional Communication, Client Relations, Bloomberg Terminal, Tableau, Microsoft Power Bi, Google Data Studio, and Ibm Cognos Analytics.
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