Zach O.
VP, Private Banking | InBusiness 40 Under 40| NMLS ID: 1256011Certified Wealth Strategist ®
- Role
- VP, Private Bank Relationship Manager at Johnson Financial Group
- Location
- Madison, WI, US
- LinkedIn followers
- 500 followers
About Zach O.
Circle of Excellence Award Winner at Johnson Bank-2026Blood Cancer United Visionary Of The Year Madison Nominee-2026Completed Certified Wealth Strategist® designation-2025InBusiness Madison 40 Under 40-Class of 2025Clean Lakes Alliance Executive Board Member-2025-PresentUnited Way of Dane County, Vice Chair of Manufacturing-20••••26Wayforward Resources Leadership Council and Golf Committee-2021-PresentJohnson Financial Group-2024-PresentA partner who takes pride in going above and beyond.As Vice President Private Banking Relationship Manager, Zach manages clients’ financial circumstances anddelivers personalized financial solutions and services to align with their unique needs and goals. With a focused approach, he ensures his advice is backed by a clear understanding of the “why” behind it. Zach values the importance of building close relationships with his clients, fostering an environment of honesty, transparency and open communication.BMO Bank N.A. 20••••••••16-Zachary participated in the BMO Leadership Development Program in Toronto, Canada- The Leadership Development Program is focused on concepts, practices and skills that are fundamental to leadership at BMO.Zachary was nominated for BMO Harris Bank Manager Development Program-2016Zachary joined BMO Harris Bank in 2014.Northwestern Mutual-20••••14Zachary was in the \"Top Ten\" for college financial representatives for the Central Regional year of 20••••12 with the Northwestern Mutual Internship Program.Zachary was in the top 100 for college financial representatives in the United States with Northwestern Mutual during the fall of 2012.Zachary finished in 9th place out of over college financial representatives in the United States during Northwestern Mutual\'s Summer Lives Contest held from May 24th through August 21st, 2012.Zachary was in the top 100 for college financial representatives in the United States with Northwestern Mutual during the fall of 2011.
Experience
VP, Private Bank Relationship Manager
Feb 2024 — Present · Madison, WI, US
A partner who takes pride in going above and beyond.As Vice President Private Banking Relationship Manager, Zach manages clients’ financial circumstances anddelivers personalized financial solutions and services to align with their unique needs and goals. With a focusedapproach, he ensures his advice is backed by a clear understanding of the “why” behind it. Zach values theimportance of building close relationships with his clients, fostering an environment of honesty, transparencyand open communication.
Education
Weyauwega-Fremont High School
High school, High School/Secondary Diplomas and Certificates
University of Wisconsin-Green Bay
Bachelor of Arts, Business Administration with Management emphasis
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