Zach Newton
Assistant Vice President - Wealth Management Advisor
- Role
- Wealth Management Advisor, Assistant Vice President at Merrill Lynch
- Location
- Ocean City, MD, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Zach Newton
At The Giles Newton Wealth Management Group, we combine a shared investment philosophy…
Experience
Wealth Management Advisor, Assistant Vice President
Sep 2016 — Present
Education
Salisbury University
Bachelor's Degree
2010 — 2013
Skills
- Contract Negotiation
- Financial Analysis
- Sales
- Holistic Goals Based Planning Approach
- Direct Sales
- Relationship Management
- Personal Retirement Strategies
- Procurement
- Sales Management
- Strategic Partnerships
- Energy
- Customer Service
- New Business Development
- Marketing Strategy
- Business Development
- Wealth Management
- Key Account Development
- Due Diligence
- Qualifying Prospects
- Strategic Planning
- Prospect Research
- Social Media
- Lead Generation
- Management
- Leadership
- Renewable Energy
- Marketing
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