For over 27 years Evan Hershey has been working in different jobs. Recently, Evan Hershey worked as a Vice-President Investments in Umpqua Investments, Inc. enhancing knowledge. This expert graduated from University of California, Berkeley in 1998 where the professional got all the skills and knowledge. This professional has all necessary skills for his job, that is proven by the following certifications in Certified Wealth Strategist (R) and Cannon Financial Institute. This professional is fluently speaking Spanish. You can find this professional in Santa Rosa, California, where he lives nowadays. SoftwareOfficial has all the data you need to contact Evan Hershey, such as this person's phone or email address. Send the request to get additional info.
Name variants:
Ev Hershey
Last updated May 12, 2024
Contact Information
Last Update
Jun 22, 2022
Email
ev**@hotmail.com
Location
Santa Rosa, CA
Company
Workplace
Colleagues
Work History
Vice-President Investments
1 southwest Columbia St SUITE 300, Portland, OR 97258
I am part of a team of advisors dedicated to providing comprehensive solutions to our clients wealth management needs. Using a holistic approach we are able to understand their entire financ...
Sep 1, 2009 — Oct 2016
Vice President - Financial Advisor
1927 1St Ave north, Birmingham, AL 35203
I am part of a team of advisors dedicated to providing comprehensive solutions to our clients wealth management needs. Using a holistic approach we are able to understand their entire financ...
from Oct 2016
President
Active 20-30 International is an international non-profit organization dedicated to developing young leaders while improving the lives of children. The organization operates in 10 countries,...
Jul 2014 — Jul 2015
Past National President
Sacramento, CA
National President for a national non-profit organization dedicated to improving the lives of children in local communities. Active 20-30 was created to help develop young adults into more i...
Jun 2009 — Jul 2010
Owner
I owned and operated a landscape maintenance business that operated in Oakmont. In addition to monthly maintenance, we also provided sprinkler system installation and tree pruning services.
May 1989 — Aug 1996
Education
1995 — 1998
1993 — 1995
Occupations
Executive
Vice President
Financial Broker
Financial Consultant
Accountant
Finance and Accounting Specialist
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Skills
Retirement Planning
Wealth Management
Strategic Financial Planning
Asset Allocation
Event Planning
Investment Strategies
Leadership
Financial Services
Multi Generational Wealth Transfer
Nonprofits
Event Management
College Education Planning
Investments
Retirement
Social Security
Public Speaking
Asset Management
Program Management
Financial Advisory
Investment Advisory
Estate Planning
Series 7
Mutual Funds
Finance
Strategic Planning
Customer Service
Management
Portfolio Management
Financial Analysis
Wealth Management Services
FAQs about Evan Hershey
What's the main profession of Evan Hershey?
Evan is a Vice President - Financial Advisor.
What are the profession of Evan Hershey?
These person's professions are Executive and Vice President
Where does Evan Hershey currently live?
The professional lives in Santa Rosa, California.
What is the professional's email?
Evan's email is ev**@hotmail.com.
How many companies did Evan Hershey work at?
Evan Hershey worked at seven jobs.
What education does Evan Hershey have?
Evan studied at the University of California, Berkeley from 1995 to 1998.
What are the certifications of Evan Hershey?
This expert received the following certifications: Certified Wealth Strategist (R) and Cannon Financial Institute.
What languages does Evan Hershey speak?
Evan Hershey speaks Spanish.