Zach Soper

Zach Soper

Financial Planning | Denver, Colorado, United States

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Work Experience

Charles Schwab

Sr. Specialist Associate Financial Planner

2022-05-01 — Present

Charles Schwab

Client Relationship Specialist

2021-09-01 — 2022-05-01

The Buckner Company

Client Advisor, CLCS

2020-02-01 — 2021-07-01

Zillow Group

Sales Executive

2017-11-01 — 2020-02-01

Lendio

Franchise Sales Success Manager (Remote)

2016-11-01 — 2017-06-01

Lendio

Retention Manager

2015-11-01 — 2016-10-01

Lendio

Funding Manager (Inside Sales), Lendio, Inc. Remote

2014-07-01 — 2017-09-01

CAN Capital

Renewals Relationship Specialist

2013-06-01 — 2014-06-01

Skills

finance brokers brokerage banking financial consulting financial products & services portfolio management advisor services retirement plan services specialty brokerage services

Languages

English