Kim Evans Email & Phone Number
Private Client Advisor @ Rockwood Wealth Management
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Kim Evans Location
- Philadelphia, PA, US
Kim Evans Work
- Private Client Advisor @ (March 2022 - Present)
- Accountant @ (November 2021 - March 2022)
- Accounting Analyst III @ (June 2019 - November 2021)
- Management Development Program @ (July 2018 - June 2019)
- Study Abroad Office Assistant @ (August 2015 - May 2018)
- Counselor-In-Training (CIT) Director @ (June 2017 - August 2017)
- Waterfront Director and Assistant Waterfront Director @ (June 2014 - August 2016)
- Cabin Counselor @ (June 2013 - August 2016)
Kim Evans Education
- Lafayette College
Bachelor of Arts - BA (Mathematics)
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 @ 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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