Data Analytics Vice President

Zachary Epstein

O New York, NY, USA III ********@*******.*** 917-***-**** m in/zachary-epstein-ob330926b EDUCATION

Bachelor of Science in Business Administration concentrating in Financial Analysis and Data Analytics University at Buffalo, the State University of New York • Buffalo, NY • Expected May 2027 • 3.92 EXPERIENCE

Equity Researcher

Fisber Family Fellows (F3) – Quent Capital / University at Buffalo May 2025 – Present Buffalo, NY (Hybrid)

• Conduct in-depth equity research on small-cap and alternative investments, incorporating financial statement analysis, business model assessment, and industry outlook evaluation to identify potential market inefficiencies

• Develop and maintain valuation models using methodologies such as DCF, comps, and scenario analysis to support investment theses

• Analyze data from the Tegus expert network platform to generate buy/sell recommendations aimed at capturing asymmetric gains, delivered to Quent Capital and the Tereese Kelly Investment Group

• Collaborate with faculty and industry mentors in weekly roundtables to refine research methodologies, investment strategies, and market perspectives

Founder & Owner

Zac LLC Jan 2019 – Present New York, NY

• Built and managed a resale operation specializing in limited-edition consumer goods, generating over $1.5M in revenue through platforms like StockX and Flight Club

• Oversaw all aspects of operations including inventory acquisition, pricing strategy, and marketplace analytics

• Managed investments in stocks and cryptocurrency, tracking performance and optimizing portfolio returns

• Handled taxes, freelance hiring, and business incorporation while collaborating with financial institutions to establish accounts and secure funding Extern – Investment Banking & Climate Solutions

Colton Alexander Mar 2024 – Apr 2024 Remote

• Conducted deal sourcing and analyzed privately held climate tech firms for potential investment

• Developed case studies on companies developing scalable carbon reduction technologies, emphasizing innovation, financials, and market positioning

• Delivered investor-ready presentations highlighting sustainability-focused business strategies and impact potential Fellowship Academy Participant

Alliance Advisory Group Sep 2024 – Apr 2025 Buffalo, NY

• Engaged in a structured curriculum on personal finance, insurance, investment strategies, and client relationship management

• Built basic financial models and used Excel to analyze insurance scenarios and retirement planning options

• Participated in interactive sessions focused on retirement planning, risk management, and the financial advisory process

• Developed communication and presentation skills through team-based projects and scenario-based training LEADERSHIP & ACTIVITIES

Founder & Vice President (Former President)

University at Buffalo • Decentralized Finance (DeFi) Club • December 2024 - Present

• Founded the DeFi Club to provide the School of Management with a dedicated space for exploring innovation in decentralized finance and blockchain technology

• Grew the club to 100+ active members, securing official university recognition and support

• Led educational initiatives on stablecoins, tokenized assets, and DeFi vs. TradFi, enhancing member knowledge of emerging financial technologies

• Built strong industry connections with TradFi and DeFi companies, organizing guest speaker events and fostering collaborations

• Transitioned to Vice President to ensure the club's long-term sustainability and continued success, overseeing leadership transition and operational planning

Brother

University at Buffalo • Delta Sigma Pi Business Fraternity • January 2024 - Present

• Actively participate in Delta Sigma Pi, the oldest professional fraternity on campus, with deep roots and a rich history, recently celebrating the 100-year anniversary of the Alpha Kappa chapter

• Collaborate with fellow members of the Fundraising Committee to develop and implement effective strategies for raising funds to support the chapter's activities and initiatives

• Engage in professional development opportunities, including workshops, guest speaker events, and community service projects, enhancing leadership skills and industry knowledge

SKILLS & AWARDS

Skills: Financial analysis, Excel & financial modeling, Blockchain & DeFi, Leadership, Communication, Strategic planning, Office 365, Python, and Java

Awards: DSP Paper Trading Winner (out of 120 participants), Dean’s List (2023-Present), UMA Innovative New Club Award (2025)

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