Zachary, a FOCUS Associate, supports the investment banking team on sell-side and buy-side client assignments. His responsibilities include marketing and business development initiatives, research, financial modeling and analysis. He brings financial services experience and vertical industry expertise to this role.
Prior to joining FOCUS, Zachary was a Financial Analyst and Wealth Management Associate at AXA Advisors, LLC where he raised $3.8 million in investible assets, driving the company’s income and market share. He strengthened client portfolios by designing complex financial, retirement, and estate planning cases illustrating the best means for achieving specific financial goals and increasing client satisfaction with company services.
Before that, Zachary was a Project Manager at Virginia Bioinformatics Institute where he led the team that analyzed 156 M&A transactions in the genomic and biomedical industry, pinpointing 11 M&A targets for further analysis.
Zachary received a Bachelor of Science degree from Virginia Tech and completed the Wall Street Prep Financial & Valuation Modeling Program. He holds FINRA Securities Licenses 7, 63 and 65.
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