Zach Means
President @Means Wealth Management
Bangor, ME, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2021 — Present
President @Means Wealth Management
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Bangor, ME, US
EDUCATION
2002 — 2007
Bentley University
BS
2006 — 2007
Bentley University - McCallum Graduate School of Business
Masters
SKILLS
Sales ProspectingFinancial ReportingWealth ManagementSeries 7Investment StrategiesPortfolio ManagementAnalysisCredit AnalysisFinancial AdvisoryUniform Combined State LawMicrosoft OfficeSalesFinancial PlanningFinancial AnalysisStocksStrategic PartnershipsSocially Responsible InvestingMarketingInvestmentsFinanceInvestment Advisory401k401k RolloversCustomer ServiceRetirementBondsStrategic Financial PlanningWealth Management ServicesMutual FundsProject ManagementGrowth InvestingRetirement PlanningMarketing StrategyRegistered Investment AdvisorInvestment Advisory Services
ABOUT ZACH MEANS
President
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