Eric Zahn
About Eric Zahn
Eric Zahn serves as the Manager of Client Partners at Apex Clearing Corporation, a position he has held since 2020 in Dallas, Texas. He has extensive experience in the financial services industry, having worked in various managerial roles at companies such as Fidelity Investments, TD Ameritrade, TIAA, and 1st Global.
Work at Apex Clearing Corporation
Eric Zahn has held the position of Manager Client Partners at Apex Clearing Corporation since 2020. In this role, he is responsible for overseeing client partnerships and ensuring effective communication and service delivery. His tenure at Apex has lasted for four years, during which he has contributed to the company's client management strategies in Dallas, Texas.
Previous Experience in Financial Services
Before joining Apex Clearing Corporation, Eric Zahn worked at several notable financial institutions. He served as Service Manager at 1st Global from 2018 to 2019. Prior to that, he was Brokerage Manager at TIAA for seven years, from 2011 to 2018. His career in financial services began at TD Ameritrade, where he worked as an Investment Consultant from 2008 to 2011. He also has extensive experience from his 15 years as a Manager at Fidelity Investments, from 1993 to 2008.
Career Timeline
Eric Zahn's career in the financial services industry spans several decades, starting in 1993 at Fidelity Investments. He transitioned through various roles, including Manager at Fidelity, Investment Consultant at TD Ameritrade, Brokerage Manager at TIAA, and Service Manager at 1st Global. His current role as Manager Client Partners at Apex Clearing Corporation marks a significant point in his career, reflecting his growth and expertise in client management.
Location and Industry
Eric Zahn operates primarily in the financial services industry, with a focus on client management and brokerage services. He is based in Dallas, Texas, a key location for financial operations in the United States. His work involves collaborating with clients to enhance service delivery and partnership effectiveness.