Evan Mayer Email & Phone Number
CEO and Founder @ Fortuna Wealth
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Evan Mayer Location
- Boca Raton, FL, US
Evan Mayer Work
- 2019 -now CEO and Founder @
- 2012 -2019 Senior Vice President, Private Financial Advisor @
- 2005 -2012 Vice President, Senior Financial Advisor @
Evan Mayer Education
- Bellevue University
Bachelor's Degree ( Applied Science in Professional Banking Operations and Leadership)
2014-2016
Evan Mayer Skills
- Portfolio Management
- Retirement Planning
- Wealth Management
- Financial Planning
- Financial Analysis
- Retirement Income Strategies
- Asset Management
- Financial Services
- estate strategies
- Financial Reporting
- Project Management
- Team Building
- Accounting
- Customer Service
- Strategic Planning
- Retirement Income
Evan Mayer Summary
- Evan Mayer, based in Boca Raton, FL, US, is currently a CEO and Founder at Fortuna Wealth. Evan Mayer brings experience from previous roles at SunTrust Investment Services, Inc. and LPL Financial. Evan Mayer holds a 2014 - 2016 Bachelor's Degree in Applied Science in Professional Banking Operations and Leadership @ Bellevue University. With a robust skill set that includes Portfolio Management, Retirement Planning, Wealth Management, Financial Planning, Financial Analysis and more. Evan Mayer has 2 emails and 3 mobile phone numbers on RocketReach.
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Top Fortuna Wealth Employees
Evan Mayer
CEO and Founder
Boca Raton, FL, US
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