Zachary Nulisch, Cfa
About Zachary Nulisch, Cfa
Zachary Nulisch, CFA, is the Vice President at Jefferies in Dallas, Texas, with extensive experience in finance and investment analysis.
Company
Zachary Nulisch currently holds the position of Vice President at Jefferies, starting his role in 2021. Located in Dallas, Texas, Jefferies provides a wide range of financial services and investment banking expertise. Nulisch's role at Jefferies involves leveraging his extensive background in financial analysis and investment banking within this leading global financial services firm.
Professional Experience
Zachary Nulisch has a robust professional background in finance and investment banking. He served as Vice President at Duff & Phelps twice, first from 2018 for a brief three-month stint and then from 2020 to 2021 for 11 months, both times based in Dallas, Texas. Before that, he worked at Greenhill & Co. as an Associate from 2018 to 2020. His tenure at Duff & Phelps also includes positions as a Senior Associate from 2015 to 2018 and Analyst from 2014 to 2015. Earlier in his career, Nulisch was a Senior Analyst in the Private Equity and Funds Management Group at Commerce Street Capital, LLC from 2011 to 2014.
Education and Expertise
Zachary Nulisch earned his Bachelor's degree in Finance from The University of Tulsa, where he studied from 2007 to 2011. He completed his high school education at North Mesquite High School, graduating in 2007. Nulisch has passed the CFA Level III exam, earning the CFA Charter in June 2016. He also holds Series 7, 63, and 79 FINRA licenses, underscoring his comprehensive knowledge and qualifications in financial analysis and investment management.
Skills and Proficiencies
Zachary Nulisch specializes in fundamental and technical analysis and investment accounting. His proficiency extends to various software tools and financial platforms such as MS Office, Bloomberg, SNL, @Risk, Capital IQ, and Thomson Reuters. These skills enable him to perform detailed financial evaluations, asset management, and market analysis efficiently.