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Bio

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Zach Friedman is a seasoned finance professional with experience in investment banking, strategic planning, and software leadership. He holds a Bachelor of Arts degree in Finance from The University of Texas at Austin and has obtained Series 63 and Series 79 certifications from FINRA.

Credentials

  • Series 63
    Financial Industry Regulatory Authority (FINRA)
    Jul, 2016
    - Apr, 2026
  • Series 79
    Financial Industry Regulatory Authority (FINRA)
    Jul, 2016
    - Apr, 2026

Experience

  • RF Investment Partners
    • New York, New York, United States
    • Vice President - Software
      • Mar 2023 - Present
      • New York, New York, United States

  • TriplePoint Capital
    • New York, New York, United States
    • Vice President
      • Jan 2022 - Mar 2023
      • New York, New York, United States

    • United States
    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • Senior Associate
      • Dec 2020 - Dec 2021

    • Associate
      • Mar 2018 - Dec 2020

  • Jefferies
    • New York, New York
    • Technology Investment Banking Analyst
      • Jul 2016 - Mar 2018
      • New York, New York

  • Jefferies
    • New York, New York
    • Investment Banking Summer Analyst
      • May 2015 - Jul 2015
      • New York, New York

    • Strategic Planning Intern
      • Jun 2014 - Aug 2014
      • New York City

      Updated different comparable multiple spreadsheets daily. Prepared three memos with company summaries, including financials, with detail. Performed several industry analyses with updated industry metrics and recent financial performance.

Education

  • 2012 - 2016
    The University of Texas at Austin
    Bachelor of Arts (BA), Finance, General
  • 2008 - 2012
    Montclair Kimberley Academy

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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