Financial Representative
Current
Jun 2024 - Present
AeroLeads people directory · profile
Evan Anderson Email & Phone Number
Financial Representative at Capital Planners
at
Capital Planners- a Lifetime Financial Growth Company
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Representative at Capital Planners
Location
Cleveland, Ohio, United States
Company size
Who is Evan Anderson? Overview
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Quick answer
Evan Anderson is listed as Financial Representative at Capital Planners at Capital Planners- a Lifetime Financial Growth Company, a company with 202 employees, based in Cleveland, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Evan Anderson.
Evan Anderson previously worked as Financial Representative at Capital Planners- A Lifetime Financial Growth Company and Spring Intern at Pathfinder Wealth Advisors Llc. Evan Anderson holds Bachelor Of Science In Business Administration, Wealth Management And Financial Planning, Junior from John Carroll University.
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Capital Planners- a Lifetime Financial Growth Company
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Profile bio
About Evan Anderson
Senior at John Carroll University currently majoring in Wealth Management and Financial Planning. Involved in the Student Finance and Wealth Management Association which hosts networking events, panel discussions, and educates attendees regarding the management world. Completed an Associates in Business Administration and Math Science from Jamestown Community College in May of 2022. Currently seeking internship opportunities for the spring and summer of 2024.Experience includes working at Wegmans as a Management Intern and working at Saxbys as Student C.E.O. Skills developed include the ability to delegate tasks, enhance finance processes, and become an effective leader. Other positions held within the company include Front End Coordinator, Customer Service Representative, and Store Operations Coordinator.
Current workplace
Evan Anderson's current company
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Capital Planners- A Lifetime Financial Growth Company
6 roles
Evan Anderson work experience
A career timeline built from the work history available for this profile.
Spring Intern
Feb 2024 - May 2024
Management Intern
Manages employee behavior and oversees production by resolving issues within the work environment. Creates production guides and fulfills orders to help the company stay on track. Applying budgeting, managerial accounting, and resource management skills. Learning how to properly run a business in regards to labor, sales, and merchandising.
May 2022 - May 2024
Front End Coordinator
Managed co-workers’ weekly schedules to stay on track with day-to-day operations. Responded to customer concerns and questions to enhance the customer experience. Addressed work behavior and performance in order to ensure the Front End was presentable and following Wegmans core values.
May 2019 - Jun 2022
Student Cafe Executive Officer
Responsible for the entrepreneurial process of operating a cafe, developing a team, becoming a community leader, and an expert in business fundamentals for six months.During my time as Student CEO, I completed the duties & responsibilities as followed:1.Team Development: actively led and developed a team of my peers. It is theresponsibility of the S.C.E.O..
Jun 2023 - Dec 2023
Umpire
Organized and ran youth baseball games. Addressed misconduct and inappropriate behavior from coaches and fans. Served as a role model to players by displaying sportsmanship, authority, and effectively handling conflict.
Mar 2015 - Jun 2017
Team & coworkers
Colleagues at Capital Planners- a Lifetime Financial Growth Company
Other employees you can reach at lifetimefinancialgrowth.com. View company contacts for 202 employees →
JC
Jacob Clark
Colleague at Capital Planners- A Lifetime Financial Growth CompanyLouisville, Kentucky, United States, United States
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CA
Connor Arlia
Colleague at Capital Planners- A Lifetime Financial Growth CompanyNew York City Metropolitan Area, United States
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AI
Ashley Ibinson
Colleague at Capital Planners- A Lifetime Financial Growth CompanyGreater Pittsburgh Region, United States
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DB
Dan Burch
Colleague at Capital Planners- A Lifetime Financial Growth CompanyManchester, Michigan, United States, United States
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MM
Matthew Mattioli
Colleague at Capital Planners- A Lifetime Financial Growth CompanyCheswick, Pennsylvania, United States, United States
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MR
Marylou Rodgers
Colleague at Capital Planners- A Lifetime Financial Growth CompanyGreater Pittsburgh Region, United States
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MA
Mario Atkinson
Colleague at Capital Planners- A Lifetime Financial Growth CompanyCanton, Ohio, United States, United States
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RT
Ryan Torgerson
Colleague at Capital Planners- A Lifetime Financial Growth CompanySouthfield, Michigan, United States, United States
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RG
Robert Gaylord
Colleague at Capital Planners- A Lifetime Financial Growth CompanyAthens, Ohio, United States, United States
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LD
Lane Dillon
Colleague at Capital Planners- A Lifetime Financial Growth CompanyPittsburgh, Pennsylvania, United States, United States
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Jacob Clark
Colleague at Capital Planners- A Lifetime Financial Growth CompanyLouisville, Kentucky, United States, United States
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CA
Connor Arlia
Colleague at Capital Planners- A Lifetime Financial Growth CompanyNew York City Metropolitan Area, United States
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AI
Ashley Ibinson
Colleague at Capital Planners- A Lifetime Financial Growth CompanyGreater Pittsburgh Region, United States
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DB
Dan Burch
Colleague at Capital Planners- A Lifetime Financial Growth CompanyManchester, Michigan, United States, United States
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MM
Matthew Mattioli
Colleague at Capital Planners- A Lifetime Financial Growth CompanyCheswick, Pennsylvania, United States, United States
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MR
Marylou Rodgers
Colleague at Capital Planners- A Lifetime Financial Growth CompanyGreater Pittsburgh Region, United States
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MA
Mario Atkinson
Colleague at Capital Planners- A Lifetime Financial Growth CompanyCanton, Ohio, United States, United States
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RT
Ryan Torgerson
Colleague at Capital Planners- A Lifetime Financial Growth CompanySouthfield, Michigan, United States, United States
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RG
Robert Gaylord
Colleague at Capital Planners- A Lifetime Financial Growth CompanyAthens, Ohio, United States, United States
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LD
Lane Dillon
Colleague at Capital Planners- A Lifetime Financial Growth CompanyPittsburgh, Pennsylvania, United States, United States
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3 education records
Evan Anderson education
Bachelor Of Science In Business Administration, Wealth Management And Financial Planning, Junior
Associate Of Science - As, Math Science
Associate Of Science - As, Business Administration And Management, General
FAQ
Frequently asked questions about Evan Anderson
Quick answers generated from the profile data available on this page.
What company does Evan Anderson work for?
Evan Anderson works for Capital Planners- a Lifetime Financial Growth Company.
What is Evan Anderson's role at Capital Planners- a Lifetime Financial Growth Company?
Evan Anderson is listed as Financial Representative at Capital Planners at Capital Planners- a Lifetime Financial Growth Company.
Where is Evan Anderson based?
Evan Anderson is based in Cleveland, Ohio, United States while working with Capital Planners- a Lifetime Financial Growth Company.
What companies has Evan Anderson worked for?
Evan Anderson has worked for Capital Planners- A Lifetime Financial Growth Company, Pathfinder Wealth Advisors Llc, Wegmans Food Markets, Saxbys, and Babe Ruth League Inc..
Who are Evan Anderson's colleagues at Capital Planners- a Lifetime Financial Growth Company?
Evan Anderson's colleagues at Capital Planners- a Lifetime Financial Growth Company include Jacob Clark, Connor Arlia, Ashley Ibinson, Dan Burch, and Matthew Mattioli.
How can I contact Evan Anderson?
You can use AeroLeads to view verified contact signals for Evan Anderson at Capital Planners- a Lifetime Financial Growth Company, including work email, phone, and LinkedIn data when available.
What schools did Evan Anderson attend?
Evan Anderson holds Bachelor Of Science In Business Administration, Wealth Management And Financial Planning, Junior from John Carroll University.
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