Patrick Evans Email & Phone Number
Senior Wealth Advisor @ Grant Street Asset Management
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Patrick Evans Location
- Charlotte, NC, US
Patrick Evans Work
- Senior Wealth Advisor @ (October 2013 - Present)
- Financial Advisor @ (October 2011 - October 2013)
- Financial Advisor @ (March 2010 - October 2011)
- Financial Planning Analyst @ (May 2005 - August 2008)
- Investment Management Internship @ (May 2005 - August 2008)
Patrick Evans Education
- Virginia Polytechnic Institute and State University - Pamplin College of Business
Bachelor of Science (Finance)
- Virginia Polytechnic Institute and State University
Finance (Business)
- Bond University
B.S (Business Administration; Finance and International Business,)
Patrick Evans Skills
- Strategic Financial Planning
- Retirement Planning
- Asset Allocation
- Portfolio Management
- Investment Strategies
- Asset Management
- Mutual Funds
- Asset Managment
- Investment Advisory
- Investment Management
- Financial Advisory
- Financial Analysis
- Investments
- Series 7
- Wealth Management
- Retirement
- Risk Management
- Leadership
- Financial Modeling
- Microsoft Office
- Sales
- PowerPoint
- Business Analysis
Patrick Evans Summary
- Patrick Evans, based in Charlotte, NC, US, is currently a Senior Wealth Advisor at Grant Street Asset Management. Patrick Evans brings experience from previous roles at Merrill Lynch, Edward Jones and Grant Street Asset Management. Patrick Evans holds a Bachelor of Science in Finance @ Virginia Polytechnic Institute and State University - Pamplin College of Business. With a robust skill set that includes Strategic Financial Planning, Retirement Planning, Asset Allocation, Portfolio Management, Investment Strategies and more. Patrick Evans has 3 emails and 2 mobile phone numbers on RocketReach.
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Greensburg, PA, US
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Michael Loch
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Canonsburg, PA, US
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