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Evan Loomis Location
Los Angeles, CA, US
Evan Loomis Work
Financial Advisor @ (April 2025 - Present)
Adjunct Professor @ (August 2024 - Present)
Financial Planner @ (September 2017 - April 2025)
Financial Consultant @ (June 2013 - August 2017)
Financial Advisor @ (March 2007 - June 2013)
Client Services Relationship Specialist @ (December 2005 - March 2007)
Evan Loomis Education
Golden Gate University
Master of Science - MS (Financial Planning)
2019-2020
Azusa Pacific University
Bachelor of Science (B.S.) (Organizational Leadership)
Evan Loomis Skills
Asset Management
Business Analysis
Corporate Finance
Customer Service
Due Diligence
Economics
Event Planning
Financial Analysis
Financial Modeling
Financial Planning
Investments
Leadership
Management
Microsoft Excel
Microsoft Office
Project Management
Public Speaking
Social Media
Strategic Financial Planning
Strategic Planning
Team Leadership
Valuation
Wealth Management
Strategic Financial
Evan Loomis Summary
Evan Loomis, based in Los Angeles, CA, US, is currently a Adjunct Professor at California Baptist University. Evan Loomis brings experience from previous roles at Level Financial Advisors, Inc., Loomis Financial Consulting, First Financial Consulting and Bank of America Merrill Lynch. Evan Loomis holds a 2019 - 2020 Master of Science - MS in Financial Planning @ Golden Gate University. With a robust skill set that includes Asset Management, Business Analysis, Corporate Finance, Customer Service, Due Diligence and more. Evan Loomis has 2 emails and 1 mobile phone numbers on RocketReach.
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