Alexander Evans Email & Phone Number
Internal Wholesaler @ Quincy Wells Group LLC
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Alexander Evans Location
- Atlanta, GA, US
Alexander Evans Work
- 2025 -now Internal Wholesaler @
- 2025 -now Internal Wholesaler @ Panorama Financial Group
- 2025 -2025 Asst Vice President @
- 2023 -2024 Vice President Operations @
- 2021 -2023 Vice President - Manager of Executive Financial Services @
- 2017 -2021 VP of Operations @
- 2014 -2017 Compliance Systems Support Analyst @
- 2013 -2014 Trading Manager @ Kalos Financial
- 2010 -2013 Compliance Manager @ Kalos Financial
- 2009 -2010 Financial Rep @
- 2008 -2009 Agency Supervisory Officer @ Mass Mutual
- 2006 -2008 Compliance Officer @ J.P. Turner & Company, LLC
- 2004 -2005 Financial Advisor @
Alexander Evans Education
- University of Tennessee, Knoxville
Bachelor of Arts (BA) (Economics)
1999-2004 - Gonzaga College High School
Diploma (Liberal Arts)
1995-1999
Alexander Evans Skills
- Operational Oversight
- Securities Regulation
- Series 7
- Compliance
- Investments
- FINRA
- Auditing
- Trading
- Securities
- Mutual Funds
- Insurance
- Customer Relations
- Options
- Alternative Investments
- Customer Service
- Finance
- Portfolio Management
- Analysis
- Credit
- Investment Advisory
- Asset Management
- Asset Allocation
- Equity Trading
- Series 63
- Series 24
- Variable Annuities
- ETFs
- Wealth Management
- Series 65
- AML
- Equities
- Investment Management
- Salesforce.com
- Leadership
- Marketing
- Training
- Management
Alexander Evans Summary
- Alexander Evans, based in Atlanta, GA, US, is currently a Internal Wholesaler at Quincy Wells Group LLC. Alexander Evans brings experience from previous roles at Panorama Financial Group, ARCTRUST Private Capital, Ashford Securities LLC and Morgan Stanley. Alexander Evans holds a 1999 - 2004 Bachelor of Arts (BA) in Economics @ University of Tennessee, Knoxville. With a robust skill set that includes Operational Oversight, Securities Regulation, Series 7, Compliance, Investments and more. Alexander Evans has 3 emails and 1 mobile phone numbers on RocketReach.
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