Adam Zook is a finance professional with a Bachelor of Applied Science in Finance and Financial Management Services from California Polytechnic State University-San Luis Obispo, graduating in 2020. Adam's experience includes roles at Fidelity Investments from December 2024 to June 2021, serving as a Financial Consultant, Financial Representative, Relationship Manager, and Planning Consultant. Previously, Adam completed a Financial Sales Internship at TD Ameritrade in June 2018, achieving top overall performance in a nationwide trading competition with an annualized gain of 390%. Additionally, Adam worked as a Wealth Management Associate at Ingram Financial from June 2019 to September 2019, where portfolio adjustments led to an average internal rate of return of 14.3%.
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