zachary nelson
@zacharynelson1
I resolve financial service issues and help clients navigate systems and investment decisions.
United StatesWhat I'm looking for
At Axos Advisor Services, I resolve more than 300 financial-services inquiries weekly while training clients on processes and systems.
I've also supported clients' financial goals at Equitable Advisors, investigated investment opportunities, and monitored portfolio performance. As COO of the CBU Investment Group, I managed a student-led investment portfolio, analyzed market changes, and proposed investments through data-driven planning.
Experience
Work history, roles, and key accomplishments
Client Service Advocate
Axos Advisor Services
Aug 2022 - Present (4 years)
Resolves 300+ inquiries weekly, maintaining high customer service and providing client training and orientation on processes and systems.
Education
Degrees, certifications, and relevant coursework
California Baptist University
Bachelor of Science, Finance
Graduated with a Bachelor of Science in Finance in May 2022.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
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