Evan Cole
Sr Investment Specialist at Merrill Edge
Based in Phoenix, United States
7-day free trial · no credit card
Seniority
Staff
Department
Finance & Accounting
Location
Phoenix
Industry
Financial Services
Company size
1.6K
Contact information
Reveal Evan's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
e•••••••@merrilledge.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Evan Cole
I am a finance professional in Chandler, AZ and working for a large financial institution in the area. I am a Sr. Investment Specialist and recently earned my series 7 and 66 licenses. I have skills in customer service, customer retention, disability claims, FMLA & ADA, as well as skills with Microsoft office applications. My experience includes retail as well as healthcare industries experience which have helped me enter the financial services industry. I have completed a Bachelor of Applied Management at Grand Canyon University and graduated in autumn of 2019. I realized from my studies that I wanted to work in banking with investment products, so I decided to further my studies in business. I completed my MBA in March of 2023. I am excited to learn more about investment products and building client relationships as a future registered financial representative.
Decision-makers
Other people at Merrill Edge
- EMStaff
Elizabeth Moreno
Sr Operations Rep Audit · Operations
- LNManager
Lauren Newell
AVP Sr Solutions Specialist · Sales & Business Development
- ZGVp
Zack Green
Assistant Vice President, Academy Advisor · General Business & Management
- TAStaff
Thomas Angelina
Investment Specialist · Finance & Accounting
- NCStaff
Nichole Csizmadia
Gwim Senior Operations Specialist · Operations
Build a list of verified contacts at Merrill Edge
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Evan
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime