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

  1. Managing Director, Head of Affluent Strategy

    Wells Fargo

    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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Eric Zacharek — Managing Director, Head of Affluent Strategy at Wells Fargo in Boston, MA, US | Unifers