Christopher Zeoli Email & Phone Number
Sr. Retirement Consultant @ OneDigital Health and Benefits
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Christopher Zeoli Location
- Berwyn, PA, US
Christopher Zeoli Work
- Sr. Retirement Consultant @ (February 2022 - Present)
- Senior Business Development Consultant @ (July 2018 - February 2022)
- Senior Conversion Manager - Large and Mega Market @ (November 2015 - July 2018)
- Retirement Plan Consultant @ (June 2014 - November 2015)
- Investment Analyst @ (June 2011 - June 2014)
- Sr. Sales Analyst - Large and Mega Market @ (March 2008 - June 2011)
- Institutional Account Manager (Non-Profit) @ (October 2000 - March 2008)
- Senior Retirement Specialist @ (August 1999 - October 2000)
- Client Relationship Administrator @ (June 1998 - August 1999)
- Internship @ (June 1997 - August 1997)
Christopher Zeoli Education
- Villanova University
MBA (Finance Concentration)
2000-2003 - DeSales University
MS (Finance & Accounting)
1994-1998
Christopher Zeoli Skills
- 401k
- 403 b
- Asset Allocation
- Capital Markets
- Defined Benefit
- Equities
- Financial Analysis
- Fixed Income
- Investment Strategies
- Investments
- Microsoft Office
- Mutual Funds
- Pensions
- Project Management
- Relationship Management
- Retirement
- Retirement Plan Consulting
- Retirement Planning
- Series 6
- Series 63
Christopher Zeoli Summary
- Christopher Zeoli, based in Berwyn, PA, US, is currently a Sr. Retirement Consultant at OneDigital. Christopher Zeoli brings experience from previous roles at Vanguard. Christopher Zeoli holds a 2000 - 2003 MBA in Finance Concentration @ Villanova University. With a robust skill set that includes 401k, 403 b, Asset Allocation, Capital Markets, Defined Benefit and more. Christopher Zeoli has 5 emails and 2 mobile phone numbers on RocketReach.
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