Zach Finkelstein ☁️

Zach Finkelstein started their work experience in 2016 as an Internal Finance & IT Audit Intern at Dollar Bank, FSB. In 2018, they worked as a Financial Representative at Northwestern Mutual, where they gained hands-on experience in developing a client base and providing financial plans for their future security. In 2020, Zach joined Preqin as a Research Associate, focusing on investor research. Currently, they are working at FundApps, initially as a Sales Development Representative and later transitioning into the role of Senior Business Development Representative.

Zach Finkelstein attended Syracuse University - Martin J. Whitman School of Management from 2015 to 2019, where they earned a Bachelor of Science degree in Finance, with a concentration in Entrepreneurship and Emerging Enterprises.

In terms of additional certifications, Zach obtained the CAIA Fundamentals of Alternative Investment Certificate from the CAIA Association in April 2020. Zach also obtained the Microsoft Excel 2016 Specialist certification from Microsoft in February 2016. Additionally, Zach has a license in Pennsylvania Life and Fixed Annuities, Accident, and Health, although the specific dates of obtaining this license are not provided.