Evan Smith Email & Phone Number
Chartered Financial Consultant @ Fortegic
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Evan Smith Location
- Cincinnati, OH, US
Evan Smith Work
- Chartered Financial Consultant @ (September 2013 - Present)
- Product Development @ (September 2011 - September 2013)
- Supervisor, Life and Underwriting Customer Service @ (December 2009 - September 2011)
- Internal Wholesaler @ (July 2007 - December 2009)
Evan Smith Education
- Kent State University
Bachelor (Business Management)
2003-2007 -
Chartered Life Underwriter
Evan Smith Skills
- Life Insurance
- Retirement Planning
- Fixed Annuities
- Retirement
- Mutual Funds
- Disability Insurance
- Insurance
- 401k
- Strategic Financial Planning
- Wealth Management
- Health Insurance
- Variable Annuities
- Term Life Insurance
- Series 6
- Series 63
- IRAs
- Sales
- Leadership
- Financial Analysis
- Microsoft Office
Evan Smith Summary
- Evan Smith, based in Cincinnati, OH, US, is currently a Chartered Financial Consultant at GreenLeaf Wealth Planning. Evan Smith brings experience from previous roles at Ohio National Financial Services. Evan Smith holds a 2003 - 2007 Bachelor in Business Management @ Kent State University. With a robust skill set that includes Life Insurance, Retirement Planning, Fixed Annuities, Retirement, Mutual Funds and more. Evan Smith has 2 emails on RocketReach.
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