Evan Stark Email & Phone Number
Financial Advisor @ SYM Financial Advisors
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Evan Stark Location
- South Bend, IN, US
Evan Stark Work
- Financial Advisor @ (July 2018 - Present)
- Financial Planning Coordinator @ (April 2015 - July 2018)
- Student at the Leighton School of Business and Economics @ (August 2011 - May 2015)
- Data Analyst @ Norco Industries Inc. (May 2014 - March 2015)
- Data Entry and Costing for Epicor Implementation Project @ Norco Industries / Creative Financial Staffing (September 2013 - May 2014)
- Sales Associate @ (November 2012 - May 2014)
- College Financial Representative @ (May 2012 - November 2012)
- Administrative @ Essenhaus inc. (July 2009 - July 2011)
Evan Stark Education
- The American College of Financial Services
CFP Preparation Program (Financial Planning and Services)
2016-2017 - Indiana University South Bend
Bachelor's Degree (Finance)
2011-2015 - Kaplan Financial Education
Series 7 License (Securities Regulations)
Evan Stark Skills
- Accounting
- Fixed Annuities
- Small Business Financial Management
- Corporate Finance
- Insurance
- Retirement Planning
- Sales
- Financial Planning
- Permanent Life Insurance
- Portfolio Management
- Financial Modeling
- Investments
- Finance
- Asset Allocation
- Financial Services
- Life Insurance
- Mutual Funds
- Strategic Financial Planning
- Wealth Accumulation
- Microsoft Excel
- Asset Management
- Risk Management
- Long Term Care
- Disability Insurance
- Financial Analysis
- Long Term Care Insurance
- Personal Finance
- Health Insurance
- Series 7
- Employee Benefits
- Securities
Evan Stark Summary
- Evan Stark, based in South Bend, IN, US, is currently a Financial Advisor at SYM Financial Advisors. Evan Stark brings experience from previous roles at Korhorn Financial Group, Inc., IU South Bend, Norco Industries Inc. and Norco Industries / Creative Financial Staffing. Evan Stark holds a 2016 - 2017 CFP Preparation Program in Financial Planning and Services @ The American College of Financial Services. With a robust skill set that includes Accounting, Fixed Annuities, Small Business Financial Management, Corporate Finance, Insurance and more. Evan Stark has 1 emails and 3 mobile phone numbers on RocketReach.
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