Zach Cox
Simon EMBA 25’’ | Investment Consultant l Former Army Officer
- Role
- Investment Consultant at Charles Schwab
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
About Zach Cox
Finance professional. Simon School of Business Executive MBA.Former Army Officer of…
Experience
Investment Consultant
Jul 2024 — Present · Rochester, NY, US
Conduct educational and insightful meetings with self directed clients allowing them to meet their financial and personal goals. Engage with clients to understand and introduce various ways Schwab can best help meet their needs.Create thought provoking and meaningful conversations to help clients know what Schwab has to offer.
Education
State University of New York College at Brockport
Bachelor's degree
2010 — 2014
University of Rochester - Simon Business School
Executive MBA
Cornell University
Certificate
2020
University of Rochester - Simon Business School
Executive MBA
2023 — 2025
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