Zach Akers
Finance & PFFP Student at the University of Arizona
- Role
- Client Specialist Intern at Greek Capital Management
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Zach Akers
BSBA Finance major with a minor in Personal and Family Financial Planning (CFP® Board…
Experience
Client Specialist Intern
Feb 2025 — Present · Tucson, AZ, US
Attend national conventions to engage prospective clients through consultative Fintech product demonstrations- Guide new clients through the account setup, document verification, and initial strategic financial planning- Maintain CRM database to log interactions and follow-ups, improving client retention and outreach accuracy
Education
University of Arizona
Bachelor of Science in Business Administration - BSBA, Finance
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