Zach Young
St. Augustine,FL
Overview
4
4
years of professional experience
Work History
Appointment Setter
Let's Level Up
03.2024 - Current
- Managed outbound appointment setting, securing a 70% show rate
- Conducted 150+ daily outbound calls, ensuring timely and convenient appointments
- Specialized in cales, prospect qualifications, and effective sales presentations
- Top setter on team first month in role
Sales Development Representative
Fidelity Investments
12.2022 - 03.2024
- Build and develop new and existing customer's relationships with Fidelity's Planning and Advice offerings
- Build rapport and trust with clients over the phone, diving deep into what challenges they are currently facing financially
- Refer qualified business to top-level Consultants for development, offer guidance and personalized recommendations to those who do not qualify
- In 2023 I brought $80 million into the firm, $10 million of which was developed into revenue generating managed solutions
Intern
IPS Strategic Capital
Lakewood, CO
01.2020 - 05.2020
- Participated in real-time simulated trading drills; attended derivatives classed led by IPS Portfolio Manager and Trader
- Back tested SPX and VIX derivative strategies to improve IPS Absolute Return Fund performance
- Used Python and Excel tools to analyze real-time options data; backtest long-term derivative strategies and streamline research projects
Education
Bachelor of Science, Business Administration in Finance -
University of Colorado, Denver
Denver, CO08.2020
Skills
- Salesforce proficiency
- Active listening
- Time management
- Growth-mindset
- Empathy
Timeline
Appointment Setter
Let's Level Up
03.2024 - Current
Sales Development Representative
Fidelity Investments
12.2022 - 03.2024
Intern
IPS Strategic Capital
01.2020 - 05.2020
Bachelor of Science, Business Administration in Finance -
University of Colorado, Denver