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@raymondjames.com
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1 phone found area 904
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LinkedIn matched
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Evan Rush is listed as Closed-End Fund Analyst | CFA Level III Candidate at Raymond James, a company with 5 employees, based in Greater Tampa Bay Area, United States, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 904, and a matched LinkedIn profile for Evan Rush.
Evan Rush previously worked as Associate Analyst - Closed End Fund Research at Raymond James and Financial Advisor Associate at Morgan Stanley. Evan Rush holds Bachelor’S Degree, Finance And Financial Management Services from University Of South Florida.
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AeroLeads found 1 current-domain work email signal for Evan Rush. Compare company email patterns before reaching out.
I’m a young professional in the financial industries space as an analyst, specializing in Closed-End Fund research.
Listed skills include Microsoft Office, Public Speaking, Project Management, Microsoft Excel, and 10 others.
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A career timeline built from the work history available for this profile.
St. Petersburg, Florida, US
- Respond to inquiries about specific closed-end funds and distribute fund information, press releases, and other news to interested parties- Discuss and explain industry trends and identify appropriate investment opportunities - Compose and publish research pieces such as marketing and educational materials, monthly idea lists, model portfolios, and white.
New York, NY, US
- Client Acquisition – worked independently and with another advisor to identify new prospects, present our Investment Process and Client Service Model, and attempt to convert to clients. Working with a 50 prospect pipeline consistently through Salesforce CRM.- Client Service and Retention – processing documents, trades, and other administrative work for.
New York, NY, US
- Financial Planning - includes gathering data from financial advisors and clients, data entry and analysis, and clientpresentations of data sets- Modern Wealth Management Initiatives – worked with senior management to learn and implement new digital tools and toteach financial advisors how to scale their business with these tools- Consistently work with.
Baltimore, Maryland, US
- Field calls from clients and assist with their needs, including transactions and account maintenance.- Work on and contribute to a team of 13 people, reporting to a senior member and a supervisor daily.- Awarded for Excellence in Risk Management, Trade Accuracy, and Customer Service.- Sales Pipeline – worked with a mentor to enhance sales knowledge and.
Other employees you can reach at raymondjames.ca. View company contacts for 5 employees →
David Waters
Colleague at Raymond JamesTampa, Florida, United States, United States
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Timothy Duffy
Colleague at Raymond JamesNewport Beach, California, United States, United States
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Nicole Malow
Colleague at Raymond JamesDetroit Metropolitan Area, United States, United States
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Ruben Rakonczai
Colleague at Raymond JamesCharlotte, North Carolina, United States, United States
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Caroline Wilson
Colleague at Raymond JamesFort Worth, Texas, United States, United States
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John Costello
Colleague at Raymond JamesNew York City Metropolitan Area, United States, United States
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Brandon Gardner
Colleague at Raymond JamesUnited Kingdom, United Kingdom
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Brian J. Lamb, Aif®
Colleague at Raymond JamesBirmingham, Michigan, United States, United States
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Shaun Phillips
Colleague at Raymond JamesChicago, Illinois, United States, United States
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Mario Esposito
Colleague at Raymond JamesOviedo, Florida, United States, United States
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Quick answers generated from the profile data available on this page.
Evan Rush works for Raymond James.
Evan Rush is listed as Closed-End Fund Analyst | CFA Level III Candidate at Raymond James.
AeroLeads has found 1 work email signal at @raymondjames.com for Evan Rush at Raymond James.
AeroLeads has found 1 phone signal(s) with area code 904 for Evan Rush at Raymond James.
Evan Rush is based in Greater Tampa Bay Area, United States, United States while working with Raymond James.
Evan Rush has worked for Raymond James, Morgan Stanley, and T. Rowe Price.
Evan Rush's colleagues at Raymond James include David Waters, Timothy Duffy, Nicole Malow, Ruben Rakonczai, and Caroline Wilson.
You can use AeroLeads to view verified contact signals for Evan Rush at Raymond James, including work email, phone, and LinkedIn data when available.
Evan Rush holds Bachelor’S Degree, Finance And Financial Management Services from University Of South Florida.
Evan Rush is listed with skills including Microsoft Office, Public Speaking, Project Management, Microsoft Excel, Powerpoint, Customer Service, Management, and Microsoft Word.
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