Marti Evans

Investment Advisor Representative With First Federal Wealth

Marti Evans is a high-level expert, that works in First Federal Wealth on the position of Investment Advisor Representative With First Federal Wealth since 2020. This expert has earned professional experience in more than six positions at different companies. Marti Evans went to the Huntington University and got education there from 2008 to 2014. Marti Evans has such professional qualifications as State of Indiana and Life/Health License. Bowerstown, Indiana is the city, where the professional was lastly known to live. The professional's phone number and email are accessed through SoftwareOfficial by request.
Name variants:
Marti Evans
Last updated Jun 06, 2024

Contact Information

Last Update
Jul 11, 2022
Location
Bowerstown, IN
Company
First Federal Wealth

Workplace

Investment Advisor Representative With First Federal Wealth

Work History

Investment Advisor Representative With First Federal Wealth

from Aug 2020

Office Manager

Life Insurance and Long Term Care Insurance, managing data base, client scheduling, meeting preparation, department reports, phones, liaison between clients and representatives, customer ser...
Jan 2016 — May 2018

Office Manager and Registered Representative

from May 2018

Executive Assistant

client meeting preparation, phones, greeter, appointment scheduling
Oct 2007 — Dec 2015

Adminstrative Assistant

Apr 2000 — Sep 2007

Human Resources Assistant

medical insurance, payroll, new employee orientation, job postings
Mar 1992 — Dec 1996

Education

2008 — 2014
1984 — 1985

Occupations

Advisor
Representative
Accountant
Finance and Accounting Specialist
Office Assistant
Engineer
Customer Service
Sales Specialist
Client Service Officer
Accounting Bookkeeper
Bookkeeper
Office Clerk
Clerical Specialist

Skills

Customer Focused Service
People Skills
Professional Phone Skills
Organization Skills
Microsoft Office
Microsoft Excel
Microsoft Word
Outlook
Data Entry
Time Management
Administration
Appointment Scheduling

FAQs about Marti Evans

What's the profession of Marti Evans?

This professional's job is Investment Advisor Representative With First Federal Wealth

What jobs is Marti proficient at at?

Marti Evans is proficient at Advisor jobs.

Where is Marti Evans located?

Marti Evans is currently located in Bowerstown, Indiana.

Where did Marti Evans work?

The professional worked at First Federal Wealth, Innovative Financial Services.

What education does Marti Evans have?

Marti studied at the Huntington University from 2008 to 2014.

What are the certifications of Marti Evans?

The professional received the following certifications: State of Indiana and Life/Health License.

What is professional industry that Marti Evans is connected to?

Marti works in Financial Services industry.

Are there any skills Marti Evans has?

This person has such skills as Customer Focused Service, People Skills, Professional Phone Skills, Organization Skills, Microsoft Office, Microsoft Excel, Microsoft Word, and Outlook.
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