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Zach Zagoory

Zach Zagoory

Client Service Associate

Followers of Zach Zagoory1000 followers
location of Zach ZagooryNew York, New York, United States

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  • Timeline

  • About me

    Vice President at iCapital

  • Education

    • Roslyn High School

      2003 - 2007
      High School

    • The George Washington University School of Business

      2007 - 2011
      B.B.A.

  • Experience

    • Armstrong Fleming and Moore

      Jan 2008 - Jan 2009
      Client Service Associate

      Undergrad Internship with a Washington D.C. based boutique asset management firm.

    • City of New York

      Jan 2009 - Jan 2009
      Internal Project Assistant for Mayor Michael R. Bloomberg

      Summer Internship

    • United States Senate

      Jan 2010 - Jan 2010
      Constituent Liaison for Senator Charles E. Schumer

      Summer Internship

    • Merrill Lynch

      Oct 2011 - Nov 2012
      Practice Management Development (PMD) Program

    • Cambridge Associates

      Nov 2012 - Oct 2013
      Global Investment Research, Analyst

    • Bank of America Merrill Lynch

      Oct 2013 - Mar 2019

      • Product Management - Private Equity Platform, AVP

        Nov 2015 - Mar 2019

      • Investment Manager Research, Associate

        Oct 2013 - Nov 2015

    • ICapital Network

      Mar 2019 - now
      Vice President

  • Licenses & Certifications

    • Series 66 (Unified Combined State Law)

      North American Securities Administrators Association

    • Series 7 (General Securities Representative Exam)

      Financial Industry Regulatory Authority