Overview
Work History
Education
Skills
Timeline
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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
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, CO
08.2020

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

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Zach Young