Caitlin Fidler in

Caitlin Fidler

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Co-Owner | Accountant | Advisor | Growth Partner at Oak Ledger, Inc.
📍 Pittsboro, North Carolina, United States

Caitlin is a Co-Owner and Advisor at Oak Ledger, Inc. , where she provides outsourced accounting and strategic growth services to small businesses. Her expertise is built on a foundation of corporate finance and risk management from her tenure at Credit Suisse. She holds a BBA from Belmont University.

Outside of her professional life, Caitlin has a background in managing teams, having previously led a group of detailers at a car wash where she was responsible for sales, inventory, and daily operations.

An interesting fact from her earlier career is her role as a Detailing Manager at a car wash, showcasing a hands-on, operational management experience quite different from her later corporate finance path.

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Current Role
Co-Owner | Accountant | Advisor | Growth Partner
Location
Pittsboro, North Carolina, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Caitlin cares about

Small Business Growth
As Co-Owner of Oak Ledger, she acts as an outsourced accounting department and growth partner specifically for small businesses and entrepreneurs.
Credit & Risk Management
She spent nearly five years at Credit Suisse, holding key roles in Compliance and Credit Risk Management where she handled complex risk frameworks.
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Career

Work history

1-2022
Co-Owner | Accountant | Advisor | Growth Partner
Oak Ledger, Inc.
Credit Suisse
Full-time
2-2016 - 6-2016
Audit
PYA - Pershing Yoakley & Associates
TechnologyAdvice
3 yrs
8-2010 - 1-2012
Detailing Manager
Canton Car Wash LLC
In the press

Media appearances

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Education
2015 - 2016
Completed coursework in order to be eligible to sit for the CPA exam
Middle Tennessee State University (MTSU)
2006 - 2010
BBA
Belmont University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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