Market Developer@ Thrivent
Saint Louis, Missouri, United States
Zach Oldham
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Rockhurst University
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FlashIntel GPT
Tell me more about Zach Oldham?
FlashIntel GPTZach Oldham is a highly experienced financial advisor with 17 years of work experience. He possesses a wide range of skills including sales, customer service, financial accounting, and strategic planning. Based in Saint Louis, Michigan, Zach is known for his ability to understand clients' needs and provide them with the necessary products and strategies to meet their current and future needs. With a strong background in financial services, Zach is dedicated to delivering exceptional results and ensuring client satisfaction.
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Emails and Phone Numbers
About
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.Licenses and Disclosures: https://www.synergywealthsolutions.com/licenses
Work Experience
Market Developer
Financial Services
Zach Oldham's Professional Milestones
- Financial Advisor (2018-09-01~): Provided expert financial guidance for clients, optimizing their company's financial performance and minimizing risks.
- Financial Advisor (2018-05-01~2018-09-01): Provided expert financial guidance, forging strategic relationships and making informed decision-making.
Education
Business Administration,
Business,
Bachelors,
Bachelor Of Science In Business Administration
2001-2005Skill
Sales
Customer Service
Sales Presentations
Financial Accounting
Human Resources
Accounts Receivable
Accounts Payable
Strategic Planning
Marketing
Consultative Selling
Account Management
Sales Management
Advertising
Operational Planning
Event Planning
Business Development
Sales Process
Business Strategy
Cold Calling
Training
Coaching
Public Speaking
Referrals
Persuasion
Up Selling
Value Selling
New Business Opportunities
New Business Generation
Building New Business
Relationship Management
Profit Maximization
Franchising
Certification
Colleagues
Sid Basu
Resilience Engineer
Nate Wangerin
owner and senior wealth advisor passionate about helping people navigate retirement with confidence
Lisa Carey
product owner * agile * scrum master * product leader * senior business analyst * project management * relationship building * cross-functional influencer
MariBeth Hansen
Product Owner
DeAnte Thompkins, MSA
Market Director | Business Owner | Financial Advisor | Hiring Talented Community Game Changers To Join Our Movement
Other Named Zach Oldham
Frequently asked questions
We found 8 Zach Oldham's email addresses
We found 4 Zach Oldham's phone numbers
Zach Oldham works for Thrivent
Zach Oldham's role in Thrivent is Market Developer
Zach Oldham works in the industry of Financial Services
Zach Oldham's colleagues are Sid Basu,Nate Wangerin,Lisa Carey
Zach Oldham's latest job experience is Market Developer at Thrivent
Zach Oldham's latest education in Rockhurst University
