Evan Stern Email & Phone Number
Senior Vice President @ Dominari Securities
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Evan Stern Location
- New York, NY, US
Evan Stern Work
- Senior Vice President @ (May 2026 - Present)
- Private Wealth Manager @ (May 2023 - May 2026)
- Branch Manager @ (September 2021 - May 2023)
- Investment Banking @ Worden Capital Managment LLC (January 2020 - September 2021)
- Sr. Financial Consultant @ Laidlaw Wealth Management LLC (August 2019 - December 2019)
- Senior Account Executive @ National Securities (March 2017 - July 2019)
- Senior Financial Consultant @ Laidlaw & Company UK Ltd. (March 2005 - March 2017)
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 Senior Vice President at Dominari Securities. Evan Stern brings experience from previous roles at Spartan Capital Securities, LLC, SW Financial Management, Worden Capital Managment LLC and Laidlaw Wealth Management LLC. 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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