Brenna Zhang, Cfa

Brenna Zhang, Cfa

Senior Financial Analyst @ Tackle.io

About Brenna Zhang, Cfa

Brenna Zhang, CFA, is a Senior Financial Analyst with a diverse background in finance and consulting. She has held positions at Tackle.io, Deloitte, and Pacific Western Bank, among others, and holds degrees in Finance and Political Science from the University of Maryland.

Current Role at Tackle.io

Brenna Zhang serves as a Senior Financial Analyst at Tackle.io, a position she has held since 2022. In this role, she is responsible for analyzing financial data, preparing reports, and supporting strategic decision-making processes. Her expertise contributes to the financial health and operational efficiency of the organization.

Previous Experience at Deloitte

Brenna Zhang worked at Deloitte in two capacities. She initially joined as a Consultant from 2019 to 2021, where she spent two years in Washington, D.C. In 2021, she transitioned to a Senior Consultant role for a brief period of four months. Her experience at Deloitte provided her with a strong foundation in financial analysis and consulting.

Experience in Portfolio Management

Prior to her time at Deloitte, Brenna Zhang worked at Pacific Western Bank as a Portfolio Management Associate from 2015 to 2017. In this role, she was involved in managing financial portfolios, assessing risks, and optimizing investment strategies. This experience enhanced her skills in financial management and analysis.

Educational Background

Brenna Zhang studied at the University of Maryland - Robert H. Smith School of Business, where she earned a Bachelor of Science in Finance. Additionally, she pursued a Bachelor of Arts in Political Science and Government at the same university. Her educational background equips her with a diverse understanding of both financial and political frameworks.

Career Progression in Financial Analysis

Brenna Zhang has held various roles in financial analysis throughout her career. After her position at Pacific Western Bank, she worked as a Financial Analyst at RMA Associates, LLC from 2017 to 2019. Following that, she joined José Andrés Group as a Senior Financial Analyst from 2021 to 2022. Each role has contributed to her development as a financial professional.

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