Zuhaib Lassi

Current Employers

Employment History

• 09/2021 → 02/2023
  Truist
  Atlanta, GA
• 11/2019 → 09/2021
  Kpmg
  Atlanta, GA
• 09/2013 → 11/2019
  Bank Of New York Mellon
  Lake Mary, FL
• 03/2023 → Present
  Truist Advisory Services, Inc
  Atlanta, GA

Other Businesses

BRANDIFY & CO. POSITION: Founder/Manager NATURE: The company is a distributor of promotional products and branded merchandise. The business focuses on the procurement and supply of customized goods such as apparel, stationary, and specialized equipment. Primarily targeting government agencies and commercial businesses in the Atlanta area. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/29/2026 ADDRESS: Atlanta GA, United States DESCRIPTION: The company operates as a value-added reseller and procurement specialist focused on the distribution of promotional products and branded merchandise. The nature of the business involves identifying and bidding on government contract opportunities though formal channels and identifying commercial businesses that could use my services. My responsibilities include sourcing high quality materials from third party manufactures, managing vendor relationships to ensure contract compliance, and overseeing the logistics of final product delivery to government agencies/businesses. I act as the primary point of contact for project management and fulfillment, ensuring all goods meet the specific technical and branding requirements set forth in the contract.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-15