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Evan Mathew
Consultant at Trek Financial
Experienced finance professional with 23 years of expertise in investments, management, and customer service.
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Location
Davis, California, United States, US
Skills
- Finance
- Investments
- Customer Service
- Management
- Insurance Services
- Show all
Bio
Generated by
Topline AI
Evan Mathew is a seasoned finance professional with 23 years of experience in investments, management, and customer service. He has worked with top companies like Trek Financial, Barclays Global Investors, and Capcom, providing financial expertise and consulting services. Evan holds an MBA from Golden Gate University and a BS in Business Administration from California State University, Sacramento.
Experience
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United States
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Financial Services
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1 - 100 Employee
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Consultant
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Aug 2021 - Present
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Consultant
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2001 - Present
Helping individuals and companies with executive benefits, employee benefits, charitable giving and insurance consulting.
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Global Securites Lending Specialist
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Sep 1997 - Jan 2001
Working with other investment firms to generate income through the lending of securites in a prudent manner.
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Financial Analyst
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Mar 1997 - Sep 1997
Working with other departments in the company to do financial reporting on a monthly and quarterly basis.
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Education
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1993 - 1995Golden Gate University
Master of Business Administration (M.B.A.), Finance -
1990 - 1992
California State University, Sacramento
Bachelor of Science (BS), Business Administration
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Investment Banking”
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