Zack Winer
Vice President, Sales Desk Management
- Role
- Vice President, Sales Desk Management at Natixis Investment Managers
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Zack Winer
Throughout my academic experience and 14+ year career in the Financial Services Industry, I’ve held a variety of roles from back-office to client-facing, spanning data/analytics, sales and business development. As a result, I’ve gained the perspective to understand the unique challenges faced by Financial Advisors and the skills and knowledge-base to present valuable solutions. I look forward to being a trusted partner for all the Financial Advisors I have the opportunity to work with in Colorado, New Mexico, North Dakota, Montana, and Wyoming.I took over the Managing Regional Director position for Natixis Investment Managers at the end of 2019 and moved to Denver, CO in Summer 2020. I joined Natixis in 2014 and worked previously as a Director and Investment Consultant. Prior to joining Natixis, I worked at FactSet Research Systems as a Fixed Income Consultant and as a Financial Representative with Fidelity Investments. I hold a Bachelor of Business Administration in Finance from the University of Massachusetts, Amherst and am FINRA Series 7 and 63 licensed.Please connect with me if you’d like to discuss the ever-evolving global macroeconomic landscape, investment strategies and unique approaches to asset allocation, golf, Boston sports, and more!For important social media community guidelines, please visit im.natixis.com/us/social-media-guidelines.Natixis Investment Managers includes all of the investment management and distribution entities affiliated with Natixis Distribution, LLC. And Natixis Investment Managers S.A. im.natixis.com
Experience
Vice President, Sales Desk Management
Feb 2025 — Present · Boston, MA, US
Education
Isenberg School of Management, UMass Amherst
BBA, Finance
2006 — 2010
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