Corey Zacher
Investment Consultant @Charles Schwab
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WORK HISTORY
Investment Consultant @Charles Schwab
Lexington, KY, US
Present investment strategy tailored toward each individual’s goals/objectives-Create financial plans for clients to create a roadmap for a successful retirement -Business development - organize client events to full capacity to engage with clients-Call prospects with the goal of uncovering opportunities to assist clients with financial needs-Educate clients on resources available to them to enhance the client experience
EDUCATION
University of Kentucky
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bluegrass Community and Technical College
Associate of Science (A.S.)
ABOUT COREY ZACHER
A goal without a timeline is simply a dream\"- Robert Herjavec
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