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Bio

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Zach Foster is a seasoned finance professional with 11+ years of experience in insurance, financial analysis, and sales. He holds a BA in Business and Management & Finance from Franklin & Marshall College and certifications from the CFA Institute and Bloomberg LP.

Credentials

  • Bloomberg Market Concepts
    Bloomberg LP
    May, 2020
    - Apr, 2026
  • CFA Institute Investment Foundations Certificate
    CFA Institute
    Apr, 2020
    - Apr, 2026
  • Excel/VBA for Creative Problem Solving
    University of Colorado Boulder
    Nov, 2018
    - Apr, 2026

Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Operations Director
      • Jan 2023 - Present

    • Partner
      • Jan 2018 - Present

    • Operations Associate
      • Feb 2013 - Dec 2022

    • Risk Analyst
      • Jul 2011 - Feb 2013

      Worked with senior client managers on daily research into coverage detail and history; prepared exposures, and specifications to submit to the market and propose coverage terms and conditions to the client based on relevant risks. Daily responsibilities included contact with middle market clients, solving various client issues, in-depth contract reviews, close interaction with the Marsh team as well as providing research support to producers as an assistant on the new sales desk-"ABCD" Award Winner March 2012 - Developed a streamline approach to issuing certificates of insurance making the process more efficient and more valuable to the client

    • Intern
      • Jan 2011 - May 2011
      • Lancaster, PA

      Provided daily assistance to Tim Donnellon (owner), helped to generate new leads and organize new client information. In depth research of laws and regulations affecting environmental insurance

    • Part Time
      • Sep 2010 - May 2011

      Responsible for daily accounting tasks including journal entries and financial statement reviews.Designated project: To compile bank statement activity data for the past three fiscal years and speculate future trends in the activity so that the F&M Budgeting Committee could plan for future expenses.

    • Sales Team Leader
      • May 2010 - Aug 2010

      Sales Team Leader responsible for the management and leadership of the Franklin and Marshall College sales team. Finished the internship as one of the Top 10 teams in the region; Nationally ranked in the top 75 out of 750 peers. Daily responsibilities included: visiting at least 30 companies a day. Meeting with business owners of various types of businesses in Lancaster to develop a marketing strategy that best fit the company's goals and utilized the college community. Developed strong relationships with clients during the course of the internship

    • Intern
      • Oct 2009 - Dec 2009

      Shadowed senior management on a daily basis learning about current investment projects and prospects. Provided research for multiple investment projects across various countries and with multiple investors.

Education

  • 2007 - 2011
    Franklin & Marshall College
    BA, Business, Cum Laude
  • 2009 - 2009
    Boston University London Internship Program
    Management & Finance

Suggested Services

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Industry Focus. “Financial Services”

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