Candice Evans Email & Phone Number
COO and Chief Strategy Officer
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Candice Evans Location
- Houston, TX, US
Candice Evans Work
- 2020 -now COO and Chief Strategy Officer @ Family Office (Specializing in Healthcare & Real Estate)
- 2015 -2020 Financial Sales and Business Development and Regional Advisor Consultant @
- 2013 -2015 Associate Director, National Accounts and Investor Relations and RFP Writer @
- 2012 -2013 Financial Sales and Regional Sales Consultant @
- 2011 -2012 Relationship Manager and Associate Broker @
- 2010 -2010 Asset Management Intern @
Candice Evans Education
- Southern Methodist University
Bachelor of Business Administration (BBA), Finance (Economics Minor)
2007-2011 - Shorecrest Preparatory School
High School Diploma
2004-2007
Candice Evans Skills
- Team Management
- Alternative Investments
- Financial Analysis
- Investor Relations
- Mutual Funds
- Asset Allocation
- Retirement Planning
- Strategic Financial Planning
- Marketing
- Hedge Funds
- Financial Planning
- Wealth Management
- Marketing Communications
- Business Analysis
- Marketing Strategy
- Investments
- Financial Services
- Asset Management
- Securities
- Business Development
- Sales
- Finance
- Salesforce.com
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Management
- Customer Service
- Team Leadership
- Employee Training
- Cold Calling
- Leadership
- Professional Networking
- Leadership Development
- Training & Development
- Organizational Development
- Morningstar
- Morningstar Direct
- Zephyr
- 401k Rollovers
- Relationship Management
- Meeting Scheduling
- Income Protection
- ETFs
- Separately Managed Accounts
- Closed-end Funds
- Real Estate Investment Trust (REIT)
- Unit Investment Trusts
- Money Market Funds
- College Savings Plans
- Capital Management
- Sales Process
- Variable Annuities
- REIT
- Capital
- Account Management
- Excel
- Fixed Annuities
- Training and Development
- Investment Properties
- National Accounts
- Customer Relations
- Business Management
- First Time Home Buyers
- Financial Reporting
- Internal Communications
Candice Evans Summary
- Candice Evans, based in Houston, TX, US, is currently a COO and Chief Strategy Officer at Family Office (Specializing in Healthcare & Real Estate). Candice Evans brings experience from previous roles at Invesco US, Highland Capital Management and Goldman Sachs. Candice Evans holds a 2007 - 2011 Bachelor of Business Administration (BBA), Finance in Economics Minor @ Southern Methodist University. With a robust skill set that includes Team Management, Alternative Investments, Financial Analysis, Investor Relations, Mutual Funds and more. Candice Evans has 3 emails and 5 mobile phone numbers on RocketReach.
Looking for a different Candice Evans?
Find contact details for 700 million professionals.
Others Named Candice Evans
Candice Evans
COO and Chief Strategy Officer
Houston, TX, US
Candice Evans
Graphic Design Manager
Philadelphia, PA, US
Candice Evans
Senior Claims Specialist
Sacramento, CA, US
Candice Evans
Business Development Executive
Tulsa, OK, US
Candice Evans
VP of Sales
Orlando, FL, US
Candice Evans
Territory Sales Manager
Tampa, FL, US
Candice Evans
Senior Director of Business Development
Washington, DC, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co