Summary
Overview
Work History
Education
Skills
Websites
Leadership And Athletics
Timeline
Generic

Evan Holcomb

Boise

Summary

Motivated and ethical business graduate with a passion for leadership, client service, and sports management. Licensed Financial Services Representative at Fidelity Investments, skilled in solving complex client issues and building trusted relationships. Proven track record of leadership across athletics, professional internships, and community service. Dedicated to bringing energy, strategic thinking, and a strong work ethic to opportunities in the sports and business industries.

Overview

6
6
years of professional experience

Work History

Financial Services Representative

Fidelity Investments
06.2024 - Current
  • Successfully passed SIE, Series 7, and Series 66 exams; licensed as a Registered Financial Advisor.
  • Assist clients by resolving operational and account-related issues, ensuring a seamless customer experience.
  • Provide high-quality support across investment products and services while maintaining industry compliance and ethical standards.
  • Thrive in a fast-paced environment focused on delivering exceptional service and operational excellence.

Personal Finance Intern

Wealth Management Strategies
06.2022 - 08.2022
  • Supported financial advisors in client meetings and learned personalized financial planning techniques.
  • Gained hands-on experience analyzing investments, stock portfolios, and retirement planning strategies.
  • Strengthened problem-solving skills and professional communication working directly with clients and advisors.

Supervisor, Aquatics Department & Activities Coordinator

Lifetime Fitness
10.2019 - 08.2023
  • Led, trained, and mentored a team of 20+ lifeguards, maintaining the highest standards of safety and hospitality.
  • Organized and managed weekly team-building events, strengthening internal communication and staff engagement.
  • Provided leadership in emergency response situations and created a positive, service-oriented work culture.

Education

Bachelor of Business Administration - Minor in Finance

Boise State University
Boise, ID
05.2024

Skills

  • Client Relationship and Service
  • Leadership
  • Team Building
  • Mentorship
  • Business Operations
  • Problem Solving
  • Sports Management
  • Athlete Development
  • Financial Services Operations
  • Analytical Reasoning

Leadership And Athletics

  • Club Sports Coach and Former Athlete (Ultimate Frisbee), Boise State University, 09/22-Current, Assisted in coaching player development, emphasizing teamwork, leadership, and discipline on and off the field. Recognized as the team's Offensive Player of the Year for outstanding performance and commitment, while actively recruiting and mentoring new athletes to build a positive and competitive team environment across multiple sports. Organized and led multiple intramural sports teams across 10+ sports, fostering teamwork, leadership, and consistent success in competitions.
  • Student Leader, Boise State CRU (Campus Crusade for Christ), 09/22- 05/24, Mentored underclassmen through one-on-one coaching, leadership in small groups, and event organization., Fostered a values-driven community grounded in mentorship, service, and personal growth.
  • Eagle Scout, Boy Scouts of America, Granite Bay, CA, 03/13- 08/19, Led a 130-hour community service project, developing strong leadership, planning, and organizational skills., Mentored youth as a four-time summer camp counselor, promoting resilience, teamwork, and leadership skills.

Timeline

Financial Services Representative

Fidelity Investments
06.2024 - Current

Personal Finance Intern

Wealth Management Strategies
06.2022 - 08.2022

Supervisor, Aquatics Department & Activities Coordinator

Lifetime Fitness
10.2019 - 08.2023

Bachelor of Business Administration - Minor in Finance

Boise State University
Evan Holcomb