Zane Peterson
Business Processing Specialist
Zane Peterson joined Box Financial Advisors in July 2023 as a Business Processing Specialist, where he takes pride in contributing to efficient internal operations. Prior to joining the Box Financial team, Zane worked at Building Trades Credit Union, where he worked as both a Lead Member Service Representative and a Loan Processor. There, he gained a lot of knowledge on all aspects of the banking industry that he hopes to bring to Box Financial Advisors, member services, commercial and consumer loans, and compliance.
As part of the Box Financial team, Zane assists with overseeing the firm’s primary technologies, tracking all work and following firm processes, maintaining compliance guidelines, and much more.
Zane graduated from the University of Minnesota Duluth in 2020 with a degree in Financial Markets Finance.
Get to Know Zane:
- In college, Zane actively co-managed the Bulldog Fund, LLC, which was, at the time, a $2.2M equity portfolio.
- Zane grew up in Duluth, Minnesota, and enjoys spending time outdoors with his fiancée, Jordan, and their yellow lab, Winnie.
- In his free time, he loves hunting, hiking, camping, playing sports, and spending time with family and friends.