Zachary Wells

Zachary Wells, Financial Controller

Over the last three years, Zach worked in accounting with family-built companies — managing tasks from day-to-day bookkeeping to month-, quarter- and year-end reporting. These experiences included work in the realty, title and insurance industry with Hudson United Mortgage, as well as in the pest control industry with PCO Bookkeepers. Prior these roles, he served as a key member in the Alternative Investment Department for Fidelity Investments. During his time with Fidelity, Zach managed a variety of tasks within the department ranging from daily duties including managing dividend distribution (filing & payment), authorizing asset transfers, reviewing and confirming asset purchases, and managing time-sensitive stock redemption projects, while delivering quality and accurate work in a high-pressure work environment.

Born and raised in Bergen County, New Jersey, he holds a Bachelors of Science degree in accounting from Rowan University. He has become proficient in computer science in the coding field — gaining knowledge in SQL & Python programs — and is highly proficient in QuickBooks Desktop/Online and Sage Intacct accounting softwares.