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Zachary Klein currently serves as a Sales Supervision Principal at Osaic, where responsibilities include conducting suitability reviews, performing research and analysis on proposed transactions, and ensuring compliance with the firm's policies and regulatory requirements. Prior to this role, Zachary worked at Axos® Clearing as a Senior Analyst and Operations Specialist, where coaching and training were key responsibilities. Zachary's experience also includes roles at PNC as a Relationship Banker and at TD Ameritrade in the New Client Development Group and as a Broker. Zachary holds education credentials from Metropolitan Community College, completed between 2015 and 2018.