Zachary Felix's Email & Phone Number

💼 Past Experience

Zachary Felix has over 10 years of experience in the financial industry. As a CIO at NewLada, he provides able guidance to the company’s investor relations and risk management teams. In his role, he is responsible for financial modeling and analysis, he supervised and directed a team of analysts who provided reports to management on the company’s financial performance. Additionally, Zachary Felix is also intimately familiar with Microsoft Excel and Microsoft Dynamics GP, two of the most popular business software applications in use today. Zachary Felix has a degree in business economics from Tufts University, where he was a economics major.

🎓 Education

Zachary Felix got his education at New York University, where he earned a Bachelor of Accounting and Finance. Zachary has also worked in various accounting and Finance positions in the past. He has always been adaptable and able to take on a new challenge, which has led him to be a successful and reliable accountant and finance professional.

💡 Technical & Interpersonal Skills

Zachary Felix has a B.S. in Business Administration from The Ohio State University. Zachary Felix worked at Wabash Mutual Funds (now Bridgewater Associates) from 2007-2013 as a senior investment analyst. At Bridgewater, Zachary Felix was responsible for the financial planning and investment research activities of the company. Zachary Felix also has experience as a financial advisor. Zachary Felix is licensed to offer investment advice in the state of Ohio.