Evan Mathew Email & Phone Number
Consultant @ BCJ Financial Group
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Evan Mathew Location
- Davis, CA, US
Evan Mathew Work
- Consultant @ (August 2021 - Present)
- Consultant @ (January 2001 - Present)
- Global Securites Lending Specialist @ (September 1997 - January 2001)
- Financial Analyst @ (March 1997 - September 1997)
Evan Mathew Education
- Golden Gate University
Master of Business Administration (M.B.A.) (Finance)
1993-1995 - California State University-Sacramento
Bachelor of Science (BS) (Business Administration)
1990-1992
Evan Mathew Skills
- 401k rollover distribution planning
- Business succession planning
- Customer Service
- Finance
- Insurance
- Insurance Services
- Investments
- Life Insurance
- Management
- Retirement Planning
- Risk management
- Social Media
- Tax-deferred investment planning
- Credit Analysis
- Credit
- Tax Deferred Investment Planning
Evan Mathew Summary
- Evan Mathew, based in Davis, CA, US, is currently a Consultant at Trek Financial. Evan Mathew brings experience from previous roles at Trek Financial, Barclays Global Investors and Capcom. Evan Mathew holds a 1993 - 1995 Master of Business Administration (M.B.A.) in Finance @ Golden Gate University. With a robust skill set that includes 401k rollover distribution planning, Business succession planning, Customer Service, Finance, Insurance and more. Evan Mathew has 2 emails and 1 mobile phone numbers on RocketReach.
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