In his role as Account Manager, Zeb serves as the day-to-day contact for clients, managing all their account service needs. He is responsible for the ongoing transactional management of endowment funds, short-term investments, trusts, charitable gift annuities and donor-advised funds. Zeb also assists in the preparation of tax returns, financial calculations, income projections, client presentations and audit materials.
Zeb joined HighGround in 2022 as an Operations Specialist, where he collaborated across departments to process client transactions. Prior to his tenure at HighGround, Zeb managed an account team and oversaw a large client portfolio at 21st Mortgage Corporation in Knoxville, Tennessee. He holds a BA in Business Administration from Carson-Newman University.
Account Support Executives