Zach Thompson

Zach Thompson

Intern - Financial Management

Followers of Zach Thompson4000 followers
location of Zach ThompsonLos Angeles, California, United States

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  • Timeline

  • About me

    Private Equity Investor | Wharton MBA

  • Education

    • Hampton University

      -
      B.S. Finance
    • Cardinal Hayes High School

      -
      High School & NY Regents Diploma
    • The Wharton School

      -
      Master of Business Administration - MBA, Finance and Strategic Management
  • Experience

    • Prudential Financial

      Jun 2010 - Aug 2010
      Intern - Financial Management
    • Ramirez & Co., Inc.

      Jul 2011 - Dec 2011
      Investment Banking Analyst

      Public Finance

    • New York State Housing Finance Agency/State of New York Mortgage Agency

      Jan 2012 - Aug 2012
      Debt Issuance Analyst
    • Siebert Williams Shank

      Jul 2012 - Jun 2015
      • Investment Banking Associate

        Feb 2015 - Jun 2015
      • Investment Banking Analyst

        Jul 2012 - Feb 2015
    • Barclays

      Jun 2015 - Jan 2018
      Assistant Vice President - Investment Banking (Healthcare)
    • UBS

      Feb 2018 - Jul 2020
      • Director - Investment Banking (Healthcare)

        Feb 2019 - Jul 2020
      • Associate Director - Investment Banking (Healthcare)

        Feb 2018 - Feb 2019
    • WestCap

      Jun 2021 - Aug 2021
      Private Equity Summer Associate

      WestCap is a mid to late-stage growth private equity firm that invests in enterprise software and marketplace business models that use technology to democratize and transform industries.

    • Haveli Investments

      Jul 2022 - now
      Investor
  • Licenses & Certifications

    • Series 7

      FINRA (Financial Industry Regulatory Authority)
      May 2015
    • Series 63

      FINRA (Financial Industry Regulatory Authority)
      May 2013
    • Series 79

      FINRA (Financial Industry Regulatory Authority)
      May 2018
    • Series 52

      FINRA (Financial Industry Regulatory Authority)
      May 2013