Zach Stockdale-Green joined Box Financial Advisors in June of 2021 as a Business Processing Specialist. His primary responsibilities include:
Preparing Paperwork for Service Items, Account Opening, and Transfers
Processing and Tracking of Investment and Insurance Business
Maintain Systems to Meet Compliance Regulations
Zach grew up all over the U.S. and lived in states such as Texas, Florida, California, and Minnesota. Minnesota is his home now and he’s grown to love it! He enjoys most any outdoor activity from leisurely walks to kayaking on the St. Croix. With a love for travel and seeing new places one of his life goals is to visit all the different naturally-colored sand beaches of the world.
Zach graduated from the University of Minnesota in Duluth with a Bachelor of Accounting degree in 2018 and brings to Box Financial his positivity and adaptability from the operations side of the banking industry.