Zachary Potterfield

Greater Philadelphia
Schoolcraft Capital

Millersville University of Pennsylvania

1167609600-1293840000
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About

Focused on alternative investment strategies and the construction of globally diversified client portfolios.

Zachary Potterfield In Short

Zachary Potterfield is a highly skilled professional with 10.6 years of experience in data analysis, asset management, and portfolio management. Based in the United States, he specializes in alternative investment strategies and the construction of globally diversified client portfolios. With expertise in financial modeling and creative problem solving, Zachary has worked as an Investment Analyst at Crestone Capital, Llc and Schoolcraft Capital, gaining valuable experience in research and analytics. His strong skills in Microsoft CRM, data visualization, and finance make him a valuable asset in the industry.

Zachary Potterfield's Professional Milestones

  • Analyst: Developed data analysis models to guide strategic decision-making and enhance business performance.
  • Investment Analyst (2013-03-01~2017-03-01): Enhanced strategies and data-driven decision making, driving business success and investing opportunities.

Zachary Potterfield's Emails and Phone Numbers

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Work Experience

Schoolcraft Capital

Boulder,Colorado,United States

Investment Management

10
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Crestone Capital, Llc

Boulder,Colorado,United States

Education

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Skill

Data Analysis

Asset Management

Portfolio Management

Investment Management

Financial Modeling

Creative Problem Solving

Microsoft Crm

Research

Data Visualization

Finance

Tableau

Microsoft Excel

Powerpoint

Certification

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Frequently asked questions

What is Zachary Potterfield's email address?

We found 2 Zachary Potterfield's email addresses

What is Zachary Potterfield's phone numbers?

We found 1 Zachary Potterfield's phone numbers

Which social media profiles does Zachary Potterfield have?

Zachary Potterfield's social media include: Linkedin, 

What company does Zachary Potterfield work for?

Zachary Potterfield works for Schoolcraft Capital

What is Zachary Potterfield's role in Schoolcraft Capital?

Zachary Potterfield's role in Schoolcraft Capital is Analyst

Which industry does Zachary Potterfield work in?
Zachary Potterfield works in the industry of Investment Management
Who are Zachary Potterfield's colleagues?
Zachary Potterfield's colleagues are Michael Sherman,Oana Bolton,Laurie Ness
What is Zachary Potterfield's latest job experience?

Zachary Potterfield's latest job experience is Analyst at Schoolcraft Capital

What is Zachary Potterfield's latest education?

Zachary Potterfield's latest education in Millersville University of Pennsylvania

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Zachary Potterfield is a highly skilled professional with 10.6 years of experience in data analysis, asset management, and portfolio management. Based in the United States, he specializes in alternative investment strategies and the construction of globally diversified client portfolios. With expertise in financial modeling and creative problem solving, Zachary has worked as an Investment Analyst at Crestone Capital, Llc and Schoolcraft Capital, gaining valuable experience in research and analytics. His strong skills in Microsoft CRM, data visualization, and finance make him a valuable asset in the industry.
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