Michael Z.
Gar Wood Securities
- Role
- Operations at Gar Wood Securities
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Michael Z.
As a Client Services/Operations specialist at Gar Wood Securities, LLC, I provide exceptional service and support to our clients and brokers, ensuring smooth and efficient operations across various platforms and systems. I have over 5 years of experience in the financial services industry, having previously worked as a sales representative at Zacks Investment Research, where I developed and maintained strong relationships with institutional investors and hedge funds. I have multiple certifications from FINRA, including Series 7, 63, 24, and 57, as well as an Excel-Top Tips certification from The CPD Certification Service. I also hold a Bachelor\'s degree in Economics from North Central College, where I gained a solid foundation in the principles and applications of economic theory and analysis. I am proficient in PandaDoc, a document automation software, and CRM tools, which I use to create, manage, and track contracts, proposals, and invoices. I am passionate about delivering high-quality results, solving complex problems, and collaborating with diverse teams.
Experience
Operations
Nov 2024 — Present
Education
North Central College
Bachelor’s Degree, Economics
2014 — 2018
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