Evan E.

Evan E. Email and Phone Number

Senior Associate at Seven Post Investment Office LP @ Seven Post Investment Office LP
san francisco, california, united states
Evan E.'s Location
San Francisco, California, United States, United States
About Evan E.

Evan E. is a Senior Associate at Seven Post Investment Office LP at Seven Post Investment Office LP. They is proficient in English and Spanish.

Evan E.'s Current Company Details
Seven Post Investment Office LP

Seven Post Investment Office Lp

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Senior Associate at Seven Post Investment Office LP
san francisco, california, united states
Website:
sevenpost.com
Employees:
18
Evan E. Work Experience Details
  • Seven Post Investment Office Lp
    Senior Associate
    Seven Post Investment Office Lp Jan 2022 - Present
    Seven Post is a Private Investment Office that provides investment management and family office solutions for a select group of ultra high net worth families, endowments, and foundations.
    View
  • Seven Post Investment Office Lp
    Associate
    Seven Post Investment Office Lp Jan 2020 - Jan 2022
    San Francisco, California
    View
  • Seven Post Investment Office Lp
    Senior Analyst
    Seven Post Investment Office Lp Aug 2019 - Jan 2020
    San Francisco, California
    View
  • Stifel Financial Corp.
    Investment Banking Analyst
    Stifel Financial Corp. Aug 2017 - Jul 2019
    San Francisco, California
    Public Finance
    View
  • Stifel Financial Corp.
    Investment Banking Summer Analyst
    Stifel Financial Corp. Jun 2016 - Sep 2016
    Greater Los Angeles Area
    Public Finance
    View
  • The Carlyle Group
    External Affairs Intern
    The Carlyle Group Jun 2015 - Aug 2015
    Washington D.C. Metro Area
    Streamlined data collection efforts and reporting requests to enable executives to reference key investment information in a synthesized Excel portfolioCompiled reports analyzing potential asset acquisitions using detailed valuation metrics that were shared with executive members of the investment team
    View
  • Westmount Asset Management
    Summer Intern
    Westmount Asset Management Jul 2014 - Sep 2014
    Greater Los Angeles Area
    Created PowerPoint presentations and researched mutual funds and real estate ventures for upper level managementConstructed Excel spreadsheets of earnings of past investment funds and synthesized the future earning potential Analyzed company quarterly reports, investor meeting transcripts, and financial statements to model effectiveness of past investments
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Evan E. Education Details

Frequently Asked Questions about Evan E.

What company does Evan E. work for?

Evan E. works for Seven Post Investment Office Lp

What is Evan E.'s role at the current company?

Evan E.'s current role is Senior Associate at Seven Post Investment Office LP.

What schools did Evan E. attend?

Evan E. attended University Of California, Los Angeles, Miramonte.

Who are Evan E.'s colleagues?

Evan E.'s colleagues are Chris Hurtado, Lizanina Lucero, Lesley (Vittetoe) Tepper, Ali Bastani, Katherine M., Samim Akhtar, Kelsey Ellis.

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