Zachary W.
About Zachary W.
Zachary W. is a Prime Brokerage Operations Associate at Wedbush Securities, where he has worked since 2022. He previously held positions at R.J. O'Brien and Brokerage Consultants Inc., and studied at Indiana University Bloomington from 2015 to 2019.
Work at Wedbush Securities
Zachary W. currently holds the position of Prime Brokerage Operations Associate at Wedbush Securities. He has been with the firm since 2022, contributing to the operations within the prime brokerage sector. His role involves managing various aspects of client services and operational processes, ensuring efficient execution and support for clients.
Previous Experience at R.J. O'Brien
Prior to his current role, Zachary W. worked at R.J. O'Brien as a Client Onboarding Associate from 2019 to 2022. During his three years in this position, he was responsible for facilitating the onboarding process for new clients, ensuring compliance with regulatory requirements, and providing support throughout the client integration process.
Experience at Brokerage Consultants Inc.
Zachary W. also has experience as a Research Associate - Recruiting at Brokerage Consultants Inc. from 2015 to 2019. In this role, he focused on recruiting efforts and research, contributing to the firm's talent acquisition strategies while gaining valuable insights into the brokerage industry.
Education at Indiana University Bloomington
Zachary W. studied at Indiana University Bloomington from 2015 to 2019, where he completed his undergraduate education. His studies provided him with a solid foundation in finance and business principles, which he has applied throughout his career in the financial services sector.