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    Caia® Zachary Crump

    Regional Director - Southwest at Chartwell Investment Partners

    Zachary Crump, CAIA®, CIMA®, is a highly successful investment professional with a focus on goals based wealth management, behavioral finance, coaching, sales, and relationship building.

    With a background in finance, Zachary has proven his expertise in empowering individuals, exceeding sales targets, and staying ahead of market trends.

    He holds notable designations including CAIA® and CIMA®, along with FINRA Series 7 & 66 certifications, showcasing his commitment to professional development and excellence.

    Zachary's educational background includes a Bachelor of Business Administration (BBA) in Finance from East Carolina University and international studies in International Finance at The University of Queensland, reflecting his global perspective on financial matters.

    Having held key positions such as Regional Director at Chartwell Investment Partners, Vice President at Merrill Lynch, Senior Investment Strategist at E*TRADE, Co Owner at Lease Recon, and Consulting Group Analyst at Morgan Stanley, Zachary has honed his skills across various financial domains and organizations.

    He is known for his acute attention to detail, strong investment acumen, exceptional sales performance, and a relentless drive to succeed in challenging and time-sensitive environments.

    Related Questions

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    Caia® Zachary Crump
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    Location

    Dallas-Fort Worth Metroplex