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Robert Evrard Location
Saint Paul, MN, US
Robert Evrard Work
2013 -now Partner and Private Wealth Advisor @
2011 -2013 Senior Credit Analyst @
2008 -2011 Account Executive @
2007 -2008 Financial Representative @
Robert Evrard Education
The American College of Financial Services
Retirement Income Certified Professional
2020-2020
University of Iowa
BBA (Finance)
2003-2007
Robert Evrard Skills
Credit
Financial Analysis
Underwriting
Loans
Asset Management
Cash Management
Small Business
Banking
Excel
Microsoft Office
Budgeting
Valuation
Customer Relations
Credit Analysis
Customer Service
Word
PowerPoint
Risk Management
Portfolio Management
Commercial Banking
Commercial Lending
Investments
Credit Risk
Insurance
Financial Planning
Financial Reporting
Business Analysis
Market Research
Small Business Lending
Accounting
Risk
Wealth Management
Financial Risk
Robert Evrard Summary
Robert Evrard, based in Saint Paul, MN, US, is currently a Partner and Private Wealth Advisor at Erpelding Wealth Management. Robert Evrard brings experience from previous roles at Venture Bank and Northwestern Mutual. Robert Evrard holds a 2020 - 2020 Retirement Income Certified Professional @ The American College of Financial Services. With a robust skill set that includes Credit, Financial Analysis, Underwriting, Loans, Asset Management and more. Robert Evrard has 1 emails and 1 mobile phone numbers on RocketReach.
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