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Zade A.

Zade A.

Owner

Followers of Zade A.2000 followers
location of Zade A.Anaheim, California, United States

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  • Timeline

  • About me

    Leader Pushing Past the Status Quo

  • Education

    • Arts & Communication Magnet Academy

      -
      High School Diploma Visual Art

    • Liberty University

      2023 -
      Doctorate of Business Administration Health/Health Care Administration/Management

    • Portland State University - School of Business

      2012 - 2016
      Bachelor of Science (B.S.) Finance

      Activities and Societies: The National Society of Collegiate Scholars, The Deans list

    • The Johns Hopkins University - Carey Business School

      2018 - 2020
      Certificate: Financial Management Corporate Financial Services and Financial Management, Capital Budgeting, and Financial Analysis

      Activities and Societies: Honors,Sigma Alpha Pi (The National Society of Leadership and Success), Elinor and E. William Scriba Scholarship

    • The Johns Hopkins University - Carey Business School

      2018 - 2021
      Master of Science - MS Finance

      Activities and Societies: Honors, Sigma Alpha Pi (The National Society of Leadership and Success), Elinor and E. William Scriba Scholarship

    • Corporate Finance Institute® (CFI)

      2020 - 2021
      Financial Modeling & Valuation Analyst (FMVA)® Certification Program

    • Pacific University

      2016 - 2017
      Master of Business Administration (MBA) Focus in Finance

  • Experience

    • Petra Cuisine

      Jan 2010 - Jan 2012
      Owner

    • Allstate

      Jan 2012 - Oct 2018

      ABI Certified in Commercial Insurance in Oregon. Licensed in Property and Casualty, and Life and Health

      • Office Sales Manager

        Jun 2014 - Oct 2018

      • Commercial Insurance Consultant

        Feb 2013 - Jun 2014

      • Licensed Sales Producer

        Jan 2012 - Feb 2013

    • Bates Group

      Jul 2017 - Feb 2018
      Investment Analyst

      Bates Group LLC is the nation's leading provider of financial services expertise, including securities litigation and arbitration support, internal and regulatory investigations, research and intelligence, compliance conusulting, expert testimony, and...

    • Robert Half

      Oct 2018 - Sept 2019
      Finance & Accounting - SPS Consultant

    • Oregon Health & Science University

      Sept 2019 - Sept 2020
      Financial Analyst II

    • UC San Diego Health

      Nov 2020 - Dec 2023

      UCSD- Physician Group PSY- Psychiatry Department RSC - Research Core

      • Financial Analyst IV

        Feb 2022 - Dec 2023

      • Research Admin II, Financial Analyst/ Fund Manager

        Apr 2021 - Feb 2022

      • Research Admin. II, Financial Analyst/Fund Manager

        Dec 2020 - Apr 2021

      • Assist. Research Admin, Financial Analyst

        Nov 2020 - Dec 2020

    • XaaS Acquisitions, Inc.

      Jan 2021 - Dec 2023
      Lead M&A Financial Analyst

    • Vertex Inc.

      Nov 2021 - Feb 2022
      Innovation Associate

    • The Roses Portfolio

      Mar 2022 - May 2023
      Co-Founder & CFO

    • UCI Health

      Dec 2023 - Sept 2024
      Finance Business Partner

    • KNOWR

      Feb 2024 - now
      Strategic Advisor

    • KNWN4

      Jun 2024 - now
      Chief Financial Officer

    • Petra Commercial Insurance brokers

      Sept 2024 - now
      Chief Executive Officer

    • Atheneum

      Sept 2024 - now
      Advisory Board

    • RXHere

      Apr 2025 - now
      Chief Financial Officer

  • Licenses & Certifications

    • Property and Casualty

      National Insurance Producer Registry

    • Honor Society: JHU Carey Business School Chapter

      The National Society of Leadership and Success
      Mar 2020

    • Executive Leadership Certification

      The National Society of Leadership and Success
      Aug 2020

    • Accounting Fundamentals

      Corporate Finance Institute® (CFI)
      Dec 2020
      View certificate certificate

    • Advanced Leadership Certificate

      The National Society of Leadership and Success
      Apr 2020

    • Reading Financial Statements

      Corporate Finance Institute® (CFI)
      Dec 2020
      View certificate certificate

    • Graduate Certificate Financial Management

      The Johns Hopkins University - Carey Business School
      May 2020
      View certificate certificate

    • Excel 2016 Master Certification

      ExcelCEO
      Dec 2018

    • Life and Health

      National Insurance Producer Registry
      Feb 2018

    • ABI Allstate Business

      Allstate
      Jun 2014