Zack Spear

Private Equity Associate at Silver Oak Services Partners
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • CFA Level III Candidate
    CFA Institute
    Jan, 2019
    - Nov, 2024

Experience

  • Silver Oak Services Partners
    • United States
    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • Private Equity Associate
      • Jul 2022 - Present

  • Columbia Threadneedle Investments, US
    • United States
    • Financial Services
    • 700 & Above Employee
    • Associate Analyst
      • Nov 2020 - Jul 2022

  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Banking Analyst
      • Jun 2019 - Nov 2020

  • Williams Investment Society
    • Investment Management
    • 1 - 100 Employee
    • Associate Director and Consumer Discretionary Group Head
      • Jan 2016 - Jan 2019

      One of six freshman selected in 2016. Since January 2018, I have served as the Associate Director and Head of the Consumer Discretionary Group. As Associate Director, I assist in leading new member training and assisting groups with their presentations and valuations. While I served as Associate Director my fellow directors and I rewrote the investment strategy, and the fund outperformed the S&P 500 by 300 basis points. One of six freshman selected in 2016. Since January 2018, I have served as the Associate Director and Head of the Consumer Discretionary Group. As Associate Director, I assist in leading new member training and assisting groups with their presentations and valuations. While I served as Associate Director my fellow directors and I rewrote the investment strategy, and the fund outperformed the S&P 500 by 300 basis points.

  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Banking Summer Analyst
      • Apr 2018 - Aug 2018

      I interned in the Wells Fargo's Consumer & Retail Coverage Group in the Summer of 2018. As an intern, I assisted in performing industry and company analysis and making client presentations. I interned in the Wells Fargo's Consumer & Retail Coverage Group in the Summer of 2018. As an intern, I assisted in performing industry and company analysis and making client presentations.

  • TC Wealth Partners
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Intern
      • Jun 2017 - Aug 2017

      Assisted in investment analysis and in creating presentations. As well, I was responsible for conducting short term market updates and analysis on competitor firms. Assisted in investment analysis and in creating presentations. As well, I was responsible for conducting short term market updates and analysis on competitor firms.

  • Simply Safe Dividends
    • Financial Services
    • 1 - 100 Employee
    • Summer Intern
      • Jun 2016 - Aug 2016

      Wrote stock reports focusing on dividend safety and dividend growth of blue chip companies. Articles were published on InvestorPlace.com, TheStreet.com, and SeekingAlpha.com Wrote stock reports focusing on dividend safety and dividend growth of blue chip companies. Articles were published on InvestorPlace.com, TheStreet.com, and SeekingAlpha.com

Education

  • Washington and Lee University
    Bachelors, Accounting and Business Administration
    2015 - 2019
  • Wheaton Academy
    2011 - 2015

Community

You need to have a working account to view this content. Click here to join now