Zach Fretz
Vice President, Private Wealth Advisor at U.S. Bank Private Wealth Management
- Role
- Vice President, Private Wealth Advisor at U s Bank Private Wealth Management at U.S. Bank
- Location
- Reno, NV, US
- LinkedIn followers
- 500 followers
About Zach Fretz
As a Private Wealth Advisor, I am responsible for providing comprehensive wealth management strategies tailored to my clients’ specific needs. These strategies encompass Investment Management, Private Banking, Trust and Estate Services, and Wealth Planning. I take the time to understand my clients’ unique needs and direct a team of specialists — often working closely with other client advisors, such as attorneys and accountants — to provide services that help my clients work toward their goals.
Experience
Vice President, Private Wealth Advisor at U s Bank Private Wealth Management
Jan 2023 — Present
As a Private Wealth Advisor, I am responsible for providing comprehensive wealth management strategies tailored to my clients’ specific needs. These strategies encompass Investment Management, Private Banking, Trust and Estate Services, and Wealth Planning. I take the time to understand my clients’ unique needs and direct a team of specialists — often working closely with other client advisors, such as attorneys and accountants — to provide services that help my clients work toward their goals.
Education
University of Nevada
B.S.
2008 — 2012
EHU
B.S. International Business/ Spanish
2010 — 2011
Skills
- Time Management
- Public Speaking
- Business Analysis
- Customer Satisfaction
- Spanish
- Marketing
- Sales
- Teamwork
- Business Strategy
- Leadership
- Employee Relations
- Business Management
- Social Networking
- International Business
- International Management
- Management
- Business Communications
- Social Media
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