Evan Stern Email & Phone Number
Private Wealth Manager @ Spartan Capital Securities, LLC
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Evan Stern Location
- New York, NY, US
Evan Stern Work
- 2023 -now Private Wealth Manager @
- 2021 -2023 Branch Manager @
- 2020 -2021 Investment Banking @ Worden Capital Managment LLC
- 2019 -2019 Sr. Financial Consultant @ Laidlaw Wealth Management LLC
- 2017 -2019 Senior Account Executive @ National Securities
- 2005 -2017 Senior Financial Consultant @ Laidlaw & Company UK Ltd.
Evan Stern Education
- Binghamton University School of Management
B.S. Financial Economics (Financial Management, Economics)
1999-2003
Evan Stern Skills
- Series 7
- Equities
- Investments
- Asset Management
- Alternative Investments
- Investment Banking
- Private Equity
- Series 63
- Securities
- Wealth Management
- Mutual Funds
- Business Strategy
- Capital Markets
- Financial Analysis
- Strategic Planning
- Portfolio Management
- Finance
- Options
- Financial Services
- Microsoft Office
- Accounting
- Process Improvement
- Assurance
- Business Analysis
- Services
- FINRA
- Hedge Funds
- Trading
- Uniform Combined State Law
- Wealth Management Services
Evan Stern Summary
- Evan Stern, based in New York, NY, US, is currently a Private Wealth Manager at Spartan Capital Securities, LLC. Evan Stern brings experience from previous roles at SW Financial Management, Worden Capital Managment LLC, Laidlaw Wealth Management LLC and National Securities. Evan Stern holds a 1999 - 2003 B.S. Financial Economics in Financial Management, Economics @ Binghamton University School of Management. With a robust skill set that includes Series 7, Equities, Investments, Asset Management, Alternative Investments and more. Evan Stern has 1 emails on RocketReach.
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