Zach Williams

Dr. Zach Williams, CFA, is a seasoned finance professional with a rich background in consumer banking, asset management, and financial training. With experience at Iowa State Bank & Trust, New York Life Insurance, Zach has honed his expertise in Financial Modeling, Valuation, and Accounting. He has delivered intensive investment banker training for top banks, including Sumitomo Mitsui, Bank of America, and JP Morgan Chase, showcasing his proficiency in Company Analysis, LBO modeling, and Mergers & Acquisitions modeling.
In addition to his commercial experience, Zach holds an academic position at Mercy University School of Business in New York City, where he has contributed as Assistant Dean and Program Director.