Zach Wade
About Zach Wade
Senior Associate at Gladstone Companies
Zach Wade is a Senior Associate at Gladstone Companies, a role he has held since joining in December of 2021. In his position, Zach focuses on supporting the firm's business objectives and contributing to its growth and client service initiatives. His responsibilities likely include due diligence, financial analysis, and deal execution, reflecting his experience in investment banking and commercial credit underwriting.
Investment Banking Analyst at CKS Advisors
Prior to joining Gladstone Companies, Zach Wade was an Investment Banking Analyst at CKS Advisors. In this capacity, he was primarily engaged in sell-side M&A advisory for a variety of corporate clients. His work involved advising businesses on strategic transactions, facilitating mergers and acquisitions, and providing analytical support to ensure successful deal completions.
Assistant Vice President at Bank of America
Zach Wade served as an Assistant Vice President at Bank of America, where his role centered around commercial credit underwriting. His responsibilities included monitoring a commercial debt portfolio and underwriting new credit commitments. Zach’s work also involved financing mergers and acquisitions, management buyouts, capital equipment, and ensuring working capital for middle-market companies.
Education and Finance Expertise
Zach Wade earned a Bachelor of Business Administration (B.B.A) in Finance from Lake Forest College. This educational background provided him with the foundational knowledge in finance that supports his professional endeavors in investment banking and commercial credit underwriting. His expertise in finance is reflected in his progressive career roles within the financial services industry.