Kim Evans Email & Phone Number
Private Client Advisor @ Rockwood Wealth Management
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Kim Evans Location
- Philadelphia, PA, US
Kim Evans Work
- 2022 -now Private Client Advisor @
- 2021 -2022 Accountant @
- 2019 -2021 Accounting Analyst III @
- 2018 -2019 Management Development Program @
- 2015 -2018 Study Abroad Office Assistant @
- 2017 -2017 Counselor-In-Training (CIT) Director @
- 2014 -2016 Waterfront Director and Assistant Waterfront Director @
- 2013 -2016 Cabin Counselor @
Kim Evans Education
- Lafayette College
Bachelor of Arts - BA (Mathematics and Economics)
2014-2018 - Syracuse University 2017-2017
Kim Evans Skills
- Wealth Management
- Strategic Financial Planning
- Retirement Planning
- Leadership
- Risk Management
- Investment Advisory
- Estate Planning
- Investment Management
- Organization Skills
- Communication
- Public Speaking
- Analytical Skills
- Strategic Planning
- Microsoft Excel
- Microsoft Word
- PowerPoint
- Team Building
- Account Reconciliation
- Strategic Financial Management
- detail oriented
- Event Planning
Kim Evans Summary
- Kim Evans, based in Philadelphia, PA, US, is currently a Private Client Advisor at Rockwood Wealth Management. Kim Evans brings experience from previous roles at Wilmington Trust and Lafayette College. Kim Evans holds a 2014 - 2018 Bachelor of Arts - BA in Mathematics and Economics @ Lafayette College. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Retirement Planning, Leadership, Risk Management and more. Kim Evans has 1 emails and 1 mobile phone numbers on RocketReach.
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