Zach Tate

Financial Analyst at Jaguar Transport Holdings, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Leawood, Kansas, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Limited working proficiency

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Credentials

  • Excel Crash Course
    Corporate Finance Institute® (CFI)
    Apr, 2019
    - Nov, 2024
  • Bloomberg Market Concepts
    Bloomberg LP
    Dec, 2017
    - Nov, 2024

Experience

  • Jaguar Transport Holdings, LLC
    • United States
    • Truck Transportation
    • 1 - 100 Employee
    • Financial Analyst
      • Jun 2023 - Present

  • Enjet Aero
    • United States
    • Aviation & Aerospace
    • 1 - 100 Employee
    • Financial Analyst
      • Dec 2021 - Feb 2023

  • CrossFirst Bank
    • United States
    • Banking
    • 300 - 400 Employee
    • Commercial Credit Underwriter
      • Jul 2017 - Dec 2021

      Perform independent credit analysis and risk assessment for prospective and existing clients. Analyze and monitor financial information for clients to ensure compliance with loan agreement covenants. Compile accurate and consistent credit packages to inform senior executives of potential and current credit transactions. Perform independent credit analysis and risk assessment for prospective and existing clients. Analyze and monitor financial information for clients to ensure compliance with loan agreement covenants. Compile accurate and consistent credit packages to inform senior executives of potential and current credit transactions.

  • Invest Like The Street
    • United States
    • Technology, Information and Internet
    • 1 - 100 Employee
    • Analyst Program
      • Dec 2018 - Mar 2019

      Participated in an online program covering the fundamentals of value investing, financial analysis, financial modeling, credit analysis, and equity research. WD-40 Company: Created a full discounted cash flow and projection model on WD-40 in addition to detailed business analysis. Hawkins Inc. & WD-40 Company Merger: Built a detailed M&A model for the potential acquisition of HWKN by WDFC and found that an acquisition would result in 8%+ EPS accretion within the first year. Show less

  • SwingThought Tour (formerly NGA Hooters & eGolf Tour)
    • United States
    • Spectator Sports
    • Professional Golfer
      • May 2016 - May 2017

      SwingThought, formerly the NGA Pro Golf Tour, is one of the oldest developmental golf tours based in the United States. The tour was acquired by Golf Interact in 2014 and rebranded as SwingThought. The tour consists of around 25 professional golf tournaments in a given season. SwingThought, formerly the NGA Pro Golf Tour, is one of the oldest developmental golf tours based in the United States. The tour was acquired by Golf Interact in 2014 and rebranded as SwingThought. The tour consists of around 25 professional golf tournaments in a given season.

  • The Dakotas Tour
    • United States
    • Professional Golfer
      • May 2016 - May 2017

      The Dakotas Tour is an 19 event professional golf tour played in the Midwest states of Minnesota, Iowa, North and South Dakota. Professional golfers play for approximately $750,000 over the course of 9 weeks, starting the last week of June and ending the first week of September The Dakotas Tour is an 19 event professional golf tour played in the Midwest states of Minnesota, Iowa, North and South Dakota. Professional golfers play for approximately $750,000 over the course of 9 weeks, starting the last week of June and ending the first week of September

  • Drury University
    • United States
    • Higher Education
    • 400 - 500 Employee
    • Drury Mens Golf
      • Aug 2012 - May 2016

  • Kansas City Country Club
    • Caddy
      • Jun 2009 - Jul 2009

Education

  • Drury University
    Finance
    2012 - 2016

Community

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