Zachary Criddle Email & Phone Number

Chapel Hill, NC, US

Charlotte, North Carolina, United States

Raleigh, North Carolina, United States

Bell Tower Capital Management is NC State University's student-managed undergraduate investment fund, managing a long-only equity portfolio under the guidance of University Faculty and the Endowment.

Charlotte, North Carolina, United States

Raleigh-Durham-Chapel Hill Area

Raleigh, North Carolina, United States

- Scanned clients statements and transferred their holdings into morning star to create a mock portfolio.- Analyzed clients investing strategies with Riskalyze to help prepare a risk score and investing portfolio for new clients.- Worked with E-money to prepare the IMA's for clients.

Raleigh, North Carolina, United States

- Spearheaded the project of preparing SEC Documents that would be sent to over 352 of the firm’s client’s.- Collaborated with a team ensuring that all the firm’s client’s information was transferred and reviewed with at least 95% accuracy. - Diligently monitored our progress to ensure we would complete the project before the deadline of the end of the.

Garner, North Carolina, United States

I was in-charge of insuring that the back room; where the vehicles are worked on, was running as efficiently as possible. As well as overseeing that everyone in the back room was complying with Discount Tires Best Practice guidelines. Managing the timing of the cars that needed to be pulled into the bays in the most coherent order to insure a smooth.

Apex, North Carolina, United States

Began this job at age 14 to get myself into the work force early and begin building personal accountability as well as sharpen my people skills and communication. My responsibilities were:- Maintain all plants general health as well as appearances- Assist customers with transportation of products- Cleaned and prepared store for lock up over night till next.