Zach Goldberg

Zach Goldberg

Senior Vice President - Wealth Management, CFP®, CRPS®; Portfolio Manager | Bellevue, Washington, United States

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Work Experience

UBS

Senior Vice President - Wealth Management, CFP®; Portfolio Manager

2022-02-01 — Present

UBS

First Vice President - Wealth Management, CFP®, CRPS®

2007-11-01 — 2022-02-01

Self Employed

Photographer

2004-10-01 — 2009-10-01

Van Ru Credit Corporation

National Sales

2004-01-01 — 2006-01-01

Risk Management Alternatives

VP - Sales

1999-01-01 — 2004-01-01

First Data Corporation

Sales Executive

1997-01-01 — 1998-01-01

TransUnion

Sales Executive

1993-10-01 — 1995-10-01

Skills

financial services investment banking wealth management asset management banks & credit unions financial advising investing

Languages

German , Spanish , French , English