Evan Zeller

Financial Consultant @Fidelity Investments

Livermore, CA, US
EMAILS
e••••••••@fmr.com
MOBILE NUMBERS
+19•••••••38

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WORK HISTORY

Sep 2025 — Present

Financial Consultant @Fidelity Investments

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Mountain View, CA, US

EDUCATION

2013 — 2017

California State University, Monterey Bay

Bachelor's degree in Business Adminstration , Accounting

2017 — 2018

San Francisco State University

Accounting

SKILLS

Team BuildingManagementMicrosoft ExcelVbaTeam LeadershipAccountingLeadershipCustomer ServiceMicrosoft OfficePublic SpeakingSocial Media

ABOUT EVAN ZELLER

Experienced, passionate, driven financial planner with a demonstrated history of working in the financial services industry. Skilled in financial planning, leadership, eMoney software, and Microsoft applications. Graduated from California State University, Monterey Bay with a Bachelor of Science – Business Administration (Accounting Concentration)

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