Evan E. Email & Phone Number
Junior Advisor @ Alpha Financial Partners
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Evan E. Location
- Lexington, KY, US
Evan E. Work
- Junior Advisor @ (July 2026 - Present)
- Operations Manager @ Corman Moving and Transportation (October 2024 - July 2026)
- Logistics Account Executive @ (April 2024 - September 2024)
- Financial Planner @ (April 2022 - November 2023)
- Financial Professional @ (January 2022 - April 2022)
- Lead Server Assistant @ (March 2017 - October 2021)
Evan E. Education
- University of Kentucky
Bachelor of Business Administration - BBA (Finance, Philosophy)
2016-2021
Evan E. Skills
- 401(k) Retirement Savings Plans
- Account Management
- Alternative Investments
- Analytical Skills
- Analytics
- Attention to Detail
- Banking
- Budgeting
- Build Strong Relationships
- Building Automation Systems (BAS)
- Business Relationship Management
- Client Focus
- Client Liaison
- Client Relations
- Client Services
- Commerical Shipping
- Commodity Transportation
- Communication
- Complex Sales
- Corporate FP&A
- Critical Thinking
- Customer Base
- Customer Experience Management
- Customer Relationship Management (CRM)
- Customer Satisfaction
- Customer Service
- Deal Closure
- Deal Execution
- Deals
- Dispatching
- Due Diligence
- Economics
- English
- Finance
- Financial Advisory
- Financial Analysis
- Financial Goals
- Financial Instruments
- Financial Management
- Financial Markets
- Financial Metrics
- Financial Modeling
- Financial Planning
- Financial Planning and Analysis (FP&A)
- Financial Services
- Hospitality Service
- Inside Sales
- Insurance
- Interpersonal Communication
- Interpersonal Relationships
- Interpersonal Skills
- Investment Decisions
- Investment Funds
- Investment Management
- Investment Strategies
- Investments
- Investor Relations
- Lead Qualification
- Leadership
- Logistics Brokerage
- Logistics Management
- Market Research
- Marketing
- Mathematics
- Mergers & Acquisitions (M&A)
- Microsoft Excel
- Microsoft Power BI
- Multitasking
- Negotiation
- Networking
- Online Lead Generation
- Organization Skills
- Outside Sales
- Phone Manner
- Private Wealth Management
- Professional Phone Skills
- Quotas
- Quote
- Relationship Building
- Relationship Development
- Retirement Plan Consulting
- Retirement Planning
- Sales
- Sales Operations
- Sales Processes
- Salesforce.com
- Service Levels
- Supply Chain Management
- Supply Chain Optimization
- Teamwork
- Third-Party Logistics (3PL)
- Time Management
- Timelines
- Trading
- Transportation Management
- Travel
- Understand & Convey Complex Information
- Written Communication
- Written Correspondence
Evan E. Summary
- Evan E., based in Lexington, KY, US, is currently a Junior Advisor at αlpha Financial Partners. Evan E. brings experience from previous roles at Corman Moving and Transportation, Total Quality Logistics and 49 Financial. Evan E. holds a 2016 - 2021 Bachelor of Business Administration - BBA in Finance, Philosophy @ University of Kentucky. With a robust skill set that includes 401(k) Retirement Savings Plans, Account Management, Alternative Investments, Analytical Skills, Analytics and more. Evan E. has 1 mobile phone numbers on RocketReach.
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