Evan Cole
Regional Manager at Peachtree Life Settlements, Boynton Beach, Florida
Evan Cole is a highly qualified professional, who works in Peachtree Settlement Funding main office of which is in 3437. on the position of Regional Manager at Peachtree Life Settlements, Boynton Beach, Florida from 2009. Evan Cole has earned professional experience in more than five positions at various companies. Evan Cole went to the University of New Hampshire and was studying there from 1972 to 1978. This professional has the following professional qualifications: Aif, Rfc, Iar. Sacramento, California is the area, where this professional was lastly known to be living. This person's phone number and email are easily accessed through SoftwareOfficial by request.
Name variants:
Ev Cole
Last updated May 13, 2024
Contact Information
Last Update
Feb 4, 2016
Email
ev**@hotmail.com, du**@hotmail.com, du**@hotmail.com
Location
Sacramento, CA
Company
Peachtree Settlement Funding
Workplace
Regional Manager at Peachtree Life Settlements, Boynton Beach, Florida
Work History
Regional Manager at Peachtree Life Settlements, Boynton Beach, Florida
1200 Morris Dr SUITE 340, Chesterbrook, PA 19087
Series 7, 63, 65, 24, 51, & 52. AIF, RFC, IAR
Aug 2009 — Mar 2013
Past Executive Board Chair
People Reaching Out is a substance abuse prevention organization that works with our schools, communities, and families to help our children make better and more informed choices when peer p...
May 2006 — Jan 2010
Vice President Group Acquisition
2929 Allen Pkwy, Houston, TX 77019
Began career as a registered representative and through many promotions through the sales and its management force, my last responsibility was to acquire large retirement and pension plans f...
Apr 1985 — Jan 2007
Investment and Retirement Plan Fiduciary
1776 Pleasant Plain Rd, Fairfield, IA 52556
Education
1972 — 1978
Occupations
Executive
Manager
Accountant
Finance and Accounting Specialist
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Fixed Annuities
Strategic Planning
Retirement Planning
Retirement
Financial Markets
Investments
Leadership
Financial Advisory
Insurance
Financial Planning
Mutual Funds
Series 7
Financial Services
Finance
Management
Sales
Portfolio Management
Wealth Management
Marketing
Asset Management
Business Development
Investment Advisory
Life Insurance
Risk Management
Public Speaking
Series 63
Training
Securities
Nonprofits
Strategic Financial Planning
Alternative Investments
Asset Allocation
Mergers