Zachary Niese
On-call Boa Assistant @Edward Jones
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WORK HISTORY
On-call Boa Assistant @Edward Jones
West Lafayette, IN, US
EDUCATION
Purdue University
Bachelor's degree, Financial Planning and Services
Greensburg Community High School
High School Diploma
Purdue University Daniels School of Business
Bachelor's degree, Finance, General
ABOUT ZACHARY NIESE
Hello! My name is Zachary Niese and I am a second-year finance and financial counseling and planning student at Purdue University. I recently interned with Edward Jones this past summer. As an On-Call Branch Associate, I got to see firsthand how a portfolio is built with various assets. Getting to watch years of performance on these diverse portfolios really showed me how financial planning can impact the life of a client. Post internship, I now work as an On-Call BOA for another Edward Jones office here in West Lafayette while attending Purdue. My long-term goal is to learn skills in these areas to help me prepare for a permanent job after graduation in the financial planning and wealth management industry.
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