Financial Advisor @ (February 2023 - November 2024)
Associate Wealth Management Advisor @ Provenance Capital (June 2022 - January 2023)
Associate Financial Representative @ Provenance Capital (October 2019 - May 2022)
Financial Advisor @ (March 2018 - September 2019)
Financial Representative @ (September 2017 - February 2018)
Financial Representative Intern @ (May 2017 - August 2017)
Owen Evans Education
The American College of Financial Services
ChFC® (CLU®, RICP®, WMCP®)
2018-2026
Washington College
Bachelor of Arts - BA (Business Management with a Concentration in Accounting and Finance)
2013-2017
Owen Evans Skills
Customer Service
Leadership
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
Public Speaking
Research
Social Media
Teamwork
Time Management
Owen Evans Summary
Owen Evans, based in West Chester, PA, US, is currently a Private Wealth Advisor at Onyx Bridge Wealth Group. Owen Evans brings experience from previous roles at Creative Financial Group, Provenance Capital and Northwestern Mutual. Owen Evans holds a 2018 - 2026 ChFC® in CLU®, RICP®, WMCP® @ The American College of Financial Services. With a robust skill set that includes Customer Service, Leadership, Microsoft Excel, Microsoft Office, Microsoft PowerPoint and more. Owen Evans has 1 emails and 2 mobile phone numbers on RocketReach.
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