Eric Zacharek
MD, Head of Affluent Strategy, Strategy & Innovation Executive
- Role
- Managing Director, Head of Affluent Strategy at Wells Fargo
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Eric Zacharek
Strategic business leader with broad experience across financial services (Asset Management, Wealth Management, Asset Servicing, Investment Banking, Insurance, Consumer Finance) honed from guiding multiple organizations as a management consulting on portfolio strategy, sales & marketing uplift, organizational design and new market & product entry. Experienced as both an operational manager and consultant driving transformation operational improvement and implementation of lean principles. Passionate about coaching and developing talent and building high performing teams.
Experience
Managing Director, Head of Affluent Strategy
Dec 2023 — Present
Current focus on strategy initiatives to create a cohesive Wealth Management, Banking and Lending experience for clients with $250K-$10M in assets
Education
MIT Sloan School of Management
MBA
2007 — 2009
Boston University
Bachelor of Science (B.S.), Manufacturing Engineering
1997 — 2001
Skills
- Financial Modeling
- Strategy
- Management Consulting
- Cross-Functional Team Leadership
- Marketing Strategy
- Business Strategy
- Valuation
- Strategic Planning
- Consulting
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