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Zachary Norman

Zachary norman

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location of Zachary NormanSan Francisco Bay Area
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  • Timeline

  • About me

    Director of Trading at Raub Brock Capital Management, LP

  • Education

    • Dominican university of california

      2009 - 2011
      Ba business finance cum laude

      Activities and Societies: DUCBA (Dominican University of California Business Association) Presidential Merit Award

    • Dominican university of california

      2011 - 2013
      Mba global strategic management

      Activities and Societies: Sigma Beta Delta. DUCBA (Dominican University of California Business Association). Top Outstanding Student Award Class of 2013

  • Experience

    • Hutchison whampoa (china commerce) limited

      Jun 2010 - Sept 2010
      Analyst intern

    • Axion capital management

      Feb 2011 - Aug 2011
      Trading analyst intern

    • Lateef investment management

      Oct 2011 - Dec 2014

      • Trader

        Jan 2013 - Dec 2014

      • Operations Associate

        Oct 2011 - Jan 2013

    • Raub brock capital management

      Jan 2015 - now
      Director of trading

      Responsible for and oversee all trading, trade-operations, model management and back-office operations of the firm's roughly $3 billion AUM.• Execute large, high-touch orders in a timely manner while limiting market impact.• Maintain, trade and oversee multiple UMA/TAMP platforms and relationships.• Responsible for the firm's annual GIPS (Global Investment Performance Standards) verification and ensure compliance/adherence of all standards and requirements throughout the year.• Manage the firm’s composites and compute monthly, quarterly and yearly performance while maintaining adherence to firmwide Policies and Procedures.• Execute daily trades in SMAs for rebalancing and or/cash needs while maintaining adherence to current models.• Post and reconcile all daily transactions and holdings for the firm and investigate/correct any issues.Series 65 registered Show less

  • Licenses & Certifications

    • Series 65

      Finra (financial industry regulatory authority)

    • Commercial pilot license

      Federal aviation administration - faa
      Apr 2023

  • Honors & Awards

    • Awarded to Zachary Norman
      High Honor Award (Global Strategic Management MBA) Dominican University of California May 2013
    • Awarded to Zachary Norman
      Sigma Beta Delta (National Honor Society) - Mar 2013

  • Volunteer Experience

    • Client Assistant

      Issued by Marin Health Project on Jan 2009
      Marin Health ProjectAssociated with Zachary Norman

    • Volunteer

      Issued by LITA (Love Is The Answer) on Jan 1997
      LITA (Love Is The Answer)Associated with Zachary Norman