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Evan Schutzman Location
New York, NY, US
Evan Schutzman Work
Director of Advanced Planning @ (November 2025 - Present)
Director Of Financial Planning @ (July 2020 - November 2025)
Financial Planning Analyst @ (September 2019 - July 2020)
Executive Assistant to CEO and Product Research and Data Analyst @ (January 2018 - September 2019)
Associate Financial Advisor @ (October 2016 - December 2017)
Financial Advisor and Investment Advisor Representative @ (March 2014 - October 2016)
Financial Services Representative @ New England Financial (March 2008 - March 2014)
Evan Schutzman Education
The American College of Financial Services
Masters (Financial Planning and Services)
2023
Columbia University in the City of New York
BA (Psychology and History)
2003-2007
Evan Schutzman Summary
Evan Schutzman, based in New York, NY, US, is currently a Director of Advanced Planning at Civic Financial. Evan Schutzman brings experience from previous roles at Civic Financial, Brokers Central LLC and Northwestern Mutual. Evan Schutzman holds a Masters in Financial Planning and Services @ The American College of Financial Services. Evan Schutzman has 2 emails and 1 mobile phone numbers on RocketReach.
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