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John Zoda

John Zoda

Wealth Management Intern

Followers of John Zoda426 followers
location of John ZodaDenver, Colorado, United States

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  • Timeline

  • About me

    Vice President Academy Manager @ Bank of America Merrill Lynch | MBA

  • Education

    • Arizona State University

      2018 - 2019
      Master of Business Administration - MBA Business Administration and Management, General

    • Florida State University

      2010 - 2014
      Bachelor's Degree Finance and Marketing GPA: 3.6

      Activities and Societies: • Phi Eta Sigma Honors Society • National Society for Collegiate Scholars • Golden Key Honors Society • Process Improvement Committee, Intramural Sports

  • Experience

    • Merrill Lynch

      May 2011 - Aug 2011
      Wealth Management Intern

      o Transferred client information from one system to anothero Utilized Microsoft Office in creating a brochure for potential clientso Ordered and catalogued multiple prospectuses for the entire officeo Learned the fundamentals of different investment strategies from different Financial Advisors

    • Florida State University Campus Recreation, Intramural Sports

      Aug 2011 - May 2014
      Intramural Sports Supervisor and Referee

      o Trained and hired over 100 new employees for a variety of different sportso Supervised a staff of over 25 officials on a nightly basiso Managed a multimillion dollar sports complexo Administered first aid treatment to injured intramural participants as the first responders.o Used Qualtrics to write and distribute multiple surveys to obtain feedback

    • Fidelity Investments

      May 2014 - Apr 2015
      Financial Representative

      o Series 7 and 63 licensed o Member of a High Opportunity team with an emphasis on sales o Provide a high level of customer service in an efficient and friendly mannero Ability to think critically and solve complex issues o Error free trader

    • Bank of America Merrill Lynch

      Apr 2015 - Aug 2020

      • Associate Client Relationship Manager

        Feb 2018 - Aug 2020

      • Enterprise Relationship Consultant

        Apr 2015 - Feb 2018

    • Bank of America Merrill Lynch

      Oct 2021 - now

      • Vice President Academy Manager

        Oct 2021 - now

      • Vice President, Client Relationship Manager

        Aug 2020 - now

      • Vice President Academy Manager

        Oct 2021 - Oct 2021

  • Licenses & Certifications

    • CRPC

    • Series 66

      Financial Industry Regulatory Authority (FINRA)

    • Series 7

      Financial Industry Regulatory Authority (FINRA)

    • Series 9

      FINRA (Financial Industry Regulatory Authority)

    • Series 10

      FINRA (Financial Industry Regulatory Authority)

    • Professional in Human Resources (PHR)

      HRCI
      Apr 2021