About
Driven finance major with great communication and auditing skills. Passionate for…
Activity
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You know what's a real game changer? Leading in a male-dominated industry and seeing the impact of diversity firsthand. It's not always easy, but…
You know what's a real game changer? Leading in a male-dominated industry and seeing the impact of diversity firsthand. It's not always easy, but…
Liked by Zachary Lutz
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Today marks an official decade I have been with J.W. Cole Financial, Inc.!! As I reflect on the past 10 years, I am extremely grateful for the…
Today marks an official decade I have been with J.W. Cole Financial, Inc.!! As I reflect on the past 10 years, I am extremely grateful for the…
Liked by Zachary Lutz
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This last week I had the absolute pleasure of attending the annual Symposium by J.W. Cole Financial, Inc. in Austin, Texas! Our team had the…
This last week I had the absolute pleasure of attending the annual Symposium by J.W. Cole Financial, Inc. in Austin, Texas! Our team had the…
Liked by Zachary Lutz
Experience
Education
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University of South Florida
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Activities and Societies: MASA (Mexican American Student Association) USF Investment Club SSS (Student Support Services)
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Licenses & Certifications
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Microsoft Office Specialist: Expert on Microsoft Office 2016 Certification
Microsoft
IssuedCredential ID 14257278
More activity by Zachary
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Recently, I concluded my summer internship as a Financial Planning and Analysis intern for the Sony Pictures Entertainment LATAM headquarters in…
Recently, I concluded my summer internship as a Financial Planning and Analysis intern for the Sony Pictures Entertainment LATAM headquarters in…
Liked by Zachary Lutz
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So basically this summer I had the opportunity to work with some of the coolest ppl in the bay! I fought fraud, ordered an unhealthy amount of…
So basically this summer I had the opportunity to work with some of the coolest ppl in the bay! I fought fraud, ordered an unhealthy amount of…
Liked by Zachary Lutz
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I am thrilled to announce that yesterday, I passed the Series 66 exam! Not only that, but I also celebrated one year with JWC Wealth…
I am thrilled to announce that yesterday, I passed the Series 66 exam! Not only that, but I also celebrated one year with JWC Wealth…
Liked by Zachary Lutz
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I am incredibly grateful to announce that I will be joining J.P. Morgan Private Bank as a Summer Analyst in Fort Worth for the summer of 2025! I…
I am incredibly grateful to announce that I will be joining J.P. Morgan Private Bank as a Summer Analyst in Fort Worth for the summer of 2025! I…
Liked by Zachary Lutz
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