Role at Appleton
Zach joined Appleton in 2020 and currently serves as a Fixed Income Systems Analyst and Trading Assistant. In this role he is particularly focused on maximizing the reliability and performance of the Investortools application, Perform, and providing overall management of the product, including support, maintenance, and building reports for end users. In addition to these responsibilities, Zach will offer additional support on the Fixed Income Trading Desk.
Professional Experience
In his prior role at Service Management Group, Zach was an Account Analyst on the Client Insights team, responsible for developing and preparing marketing materials and data analysis, as well as the automation of client reporting.
Education
B.S., Boston University
Personal Notes
Zach grew up in Redding, CT and currently resides in South Boston, MA. In his free time, he enjoys skiing, coaching lacrosse and playing guitar.
Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services.
