Zac Wanzek Cfa

Chief Investment Officer at Bell Bank

Zac Wanzek, CFA, CPA has a diverse work experience spanning over a decade. Zac started their career at Eide Bailly LLP as an Audit Associate in June 2008 and served in that role until June 2010. Zac then moved on to become a Senior Associate at Eide Bailly LLP from June 2010 to October 2012.

In 2012, Zac joined Bell Bank as a Portfolio Manager and worked in that role until August 2015. During this time, they were promoted to VP and Senior Portfolio Manager in August 2015 and served in that capacity until March 2018. Zac then took on the role of Senior Vice President and Senior Portfolio Manager at Bell Bank, where they worked until March 2021. Currently, Zac holds the position of SVP and Deputy Chief Investment Officer at Bell Bank, starting from March 2021.

Zac Wanzek's wealth of experience in the financial industry, combined with their CFA and CPA credentials, make him a valuable asset in their current role at Bell Bank.

Zac Wanzek, CFA, CPA, holds a Bachelor of Accountancy degree from the University of North Dakota. Zac also earned a Bachelor of Business Administration degree with a major in Finance from the same university. In 2009, Zac obtained the Certified Public Accountant (CPA) designation from the American Institute of Certified Public Accountants (AICPA). Later, in 2011, they obtained the Certified Information Systems Auditor (CISA) certification from ISACA. Finally, in 2015, Zac earned the Chartered Financial Analyst (CFA) designation from the CFA Institute.

Location

Fargo, United States

Links

Previous companies


Org chart


Teams


Offices


Bell Bank

People matter at Bell Bank – and it shows in how our team members treat each other, our customers and those around us. As members of the Bell Bank family, we provide unequaled personal service, working in the best interest of those we serve. Our award-winning workplace promotes success, recognizes achievement – and offers an environment focused on having fun while helping others. At Bell, we build careers. We build community. We positively impact lives around us. Employees are actively encouraged to volunteer (receiving 16 hours of paid volunteer time annually), and our unique Pay It Forward initiative has empowered more than $17 million in employee giving to people and causes we care about. Founded in 1966 and headquartered in Fargo, North Dakota, Bell has grown to become one of the nation’s largest independently owned banks. A family- and employee-owned company, Bell has full-service bank locations in North Dakota, Minnesota, and Arizona and mortgage offices in multiple states. Bell Bank is a Member FDIC, Equal Employment Opportunity Employer and an Equal Housing Lender (we lend without regard to race, color, religion, national origin, sex, handicap or familial status). Investment and wealth management services are not FDIC insured, have no bank guarantee, may lose value, not a deposit and not insured by any federal government agency.


Industries

Employees

1,001-5,000

Links