Evan Coffman

Evan Coffman

Registered Administrative Assistant

Followers of Evan Coffman242 followers
location of Evan CoffmanIndianapolis, Indiana, United States

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  • Timeline

  • About me

    Finance Student at Purdue University

  • Education

    • Purdue University Daniels School of Business

      2021 - 2024
      Bachelor of Science - BS Finance, General

      Certificate of Entrepreneurship and InnovationCertificate of Application in Data Sciences

    • Roncalli High School (Indianapolis)

      2017 - 2021
      High School Diploma
  • Experience

    • MARC Financial

      Sept 2020 - now
      Registered Administrative Assistant

      • Attended client meetings, recorded action items, and logged key client information into the CRM system, ensuring thorough follow-up and accurate documentation to support personalized wealth management strategies.• Executed trades, rebalanced client portfolios, and processed fund transfers upon request, ensuring timely transactions and maintaining alignment with clients' financial goals• Estimated taxes and conducted financial projections for clients, providing personalized strategies to optimize tax liabilities and enhance long-term financial planning at a wealth management firm Show less

    • Parking Management Company

      May 2022 - Sept 2023
      Guest Services Associate

      • Cultivated and nurtured enduring, trust-based relationships with a diverse clientele, ensuring their continued satisfaction and loyalty, ultimately driving sustained repeat business• Ensured a safe and secure work environment through vigilant monitoring of customers' vehicles and property, promptly reporting any concerns to the appropriate authorities for immediate action• Collaborated seamlessly with fellow valet drivers to optimize parking operations, demonstrating strong teamwork and effective communication to enhance the overall customer experience. Show less

    • Chipotle Mexican Grill

      Oct 2022 - Mar 2024
      Crew Member

      • Consistently upheld stringent cleanliness, sanitation, and health code standards by meticulously cleaning and maintaining building interiors during every shift• Efficiently managed order taking and streamlined payment processing, effectively minimizing wait times and enhancing overall customer satisfaction• Expertly operated as a cashier in the fast-food industry, handling financial transactions accurately and providing exceptional customer service while maintaining cash register integrity Show less

  • Licenses & Certifications

    • Series 7 - General Securities Representative

      FINRA
      Feb 2024
      View certificate certificate
    • Series 63 - Uniform Securities Agent State Law Examination

      NASAA
      Dec 2023
      View certificate certificate
    • Indiana Life Insurance Producer License

      Indiana Department of Insurance
      Apr 2024
    • Series 65 - Uniform Investment Adviser Law Examination

      NASAA
      Jan 2024
      View certificate certificate
    • Series 6 - Investment Company and Variable Contracts Products Representative

      FINRA
      Aug 2023
      View certificate certificate
    • Securities Industry Essentials (SIE)

      FINRA
      Jun 2023
      View certificate certificate