Zach Pidgeon

Financial Consultant at CCR Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Bio

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Credentials

  • Series 6 - Investment Company Products/Variable Contracts Representative
    FINRA
  • Series 63 - Uniform Securities Law Examination
    NASAA
  • Series 65 - Uniform Investment Adviser Law Examination
    NASAA
  • Series 7 - General Securities Representative Examination
    FINRA

Experience

  • CCR Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Consultant
      • Dec 2022 - Present

      Provides Wealth Management & Strategic Financial Planning services to individuals & families within athletics and beyond. CCR is a Wealth Management firm that provides thorough, customized financial planning solutions and strategic, disciplined portfolio management to individuals, corporations and institutions. Our team is your personal advisor, empowering you with long-term wealth strategies, individualized financial plans and strategic investment management solutions to help you pursue both short term and lifelong goals. 1800 West Park Drive, Suite 150 Westborough, MA 01581 508-475-3880

  • Empire Asset Management Group, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Management Advisor
      • Mar 2021 - Dec 2022

  • Duke University
    • United States
    • Higher Education
    • 700 & Above Employee
    • Assistant Director of Football Operations
      • Jan 2019 - Jun 2022

    • Football Operations Coordinator
      • Jul 2016 - Dec 2018

    • Game Operations & Championships Assistant - Football
      • Jan 2016 - Jul 2016

  • Cornell University
    • United States
    • Higher Education
    • 700 & Above Employee
    • Wrestling Operations Assistant
      • Aug 2015 - Dec 2015

Education

  • Ithaca College
    Bachelor’s Degree
    2012 - 2016
  • Northwestern University
    Financial Planning Certificate
    2023 - 2024

Community

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