Michael Zarich
Wealth Advisor @Bank Of Texas
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WORK HISTORY
Wealth Advisor @Bank Of Texas
I connect the necessary experts to develop a goal-based wealth plan for our clients. This includes financial, estate, charitable, and business succession planning along with cash flow, investment, risk, and tax management. I am committed to providing solutions for our clients most important financial challenges.As a member of the Private Wealth team at BOK Financial, the following services are available to our clientele: • Private Banking• Fiduciary Services• Financial Planning• Insurance Services• Investment Management• Business Services• Personal Retirement Planning• Mineral and Real Estate Management
EDUCATION
CAIA Association
Chartered Alternative Investment Analyst, Level II
University of Denver - Daniels College of Business
B.S.B.A.
SKILLS
ABOUT MICHAEL ZARICH
I am a results-oriented business development and wealth management professional with extensive experience in both institutional and retail channels. I have a thorough understanding of investment solutions, sales, operations, compliance, technology, and the ability to effectively communicate this to a broad spectrum of clients and colleagues. My career in financial services spans 20-plus years. I have enjoyed many successes from starting my own business to becoming a partner in an asset management firm. I formed many productive relationships and experienced strong asset/revenue growth which led to management positions with every employment opportunity. AREAS OF EXPERTISE• Leadership • Strategic Planning• Collaborative Team Building• Training, Education, and Development• Business Development• Sales Management • Client Relationship Management• Consultant Relations• Key Account Management• Investment Management• Client Portfolio Management • Oral and Written Communication
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