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Evan Schutzman Location
New York, NY, US
Evan Schutzman Work
2025 -now Director of Advanced Planning @
2020 -2025 Director Of Financial Planning @
2019 -2020 Financial Planning Analyst @
2018 -2019 Executive Assistant to CEO and Product Research and Data Analyst @
2016 -2017 Associate Financial Advisor @
2014 -2016 Financial Advisor and Investment Advisor Representative @
2008 -2014 Financial Services Representative @ New England Financial
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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