Zach Young
St. Augustine,FL
Summary
Finance professional with 2+ years of experience at Fidelity Investments supporting retirement and brokerage accounts, including account maintenance, trading, and money movement. Skilled at delivering exceptional client service, ensuring regulatory compliance, and driving multimillion-dollar growth in assets under management.
Overview
4
4
years of professional experience
Work History
Off-Market Specialist
SMB Deal Hunter
07.2024 - 08.2025
- Facilitated over $5M in deal value by sourcing business owners ($250K–$10M EBITDA) and matching them with qualified buyers.
Head Recruiter (Part-Time)
Automated Revenue
03.2025 - 07.2025
- Placed sales representatives across six client offers, 83% of which were early-stage (<$100K/month revenue).
- Designed onboarding and candidate-profiling processes to align talent with client needs.
Full-Cycle Sales Representative
SMB Deal Hunter
04.2024 - 07.2024
- Generated $50K+ in revenue per month through outbound prospecting and qualification calls.
- Conducted 30+ discovery calls weekly, handing off vetted prospects to the closing team.
Investment Solutions Representative
Fidelity Investments
06.2023 - 03.2024
- Advised clients with <$250K in assets and referred high-net-worth prospects to senior consultants.
- Contributed over $10M in new assets under management in 2023.
Customer Relationship Advocate / High Net Worth Associate
Fidelity Investments
04.2021 - 06.2023
- Provided frontline service for retirement and brokerage accounts, handling account maintenance, trading, and money movement.
- Educated participants on retirement-plan features and guided them through rollovers, contributions, withdrawals, and beneficiary updates.
- Managed 30+ client calls per day, supporting high-net-worth clients in collaboration with consultants, ensuring accuracy, compliance, and exceptional service.
Education
Bachelor of Science - Finance
University of Colorado Denver
Denver, CO01.2020
Skills
- Attention to Detail
- Organization
- Adaptability
- Empathy
- Financial acumen
- Team Collaboration and Communication
Timeline
Head Recruiter (Part-Time)
Automated Revenue
03.2025 - 07.2025
Off-Market Specialist
SMB Deal Hunter
07.2024 - 08.2025
Full-Cycle Sales Representative
SMB Deal Hunter
04.2024 - 07.2024
Investment Solutions Representative
Fidelity Investments
06.2023 - 03.2024
Customer Relationship Advocate / High Net Worth Associate
Fidelity Investments
04.2021 - 06.2023
Bachelor of Science - Finance
University of Colorado Denver
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