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Evan Stern

Evan Stern

Senior Financial Consultant

Followers of Evan Stern343 followers
location of Evan SternNew York, New York, United States

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  • Timeline

  • About me

    Vice President

  • Education

    • Binghamton University School of Management

      1999 - 2003
      B.S. Financial Economics Financial Management, Economics

  • Experience

    • Laidlaw & Company UK Ltd.

      Mar 2005 - Mar 2017
      Senior Financial Consultant

      Roles included establishing relationships with high net worth, portfolio management, customer development, equity research, technical analysis, equity/option trading, private equity offerings, REITS. Participated on SPV team managing $350+ in assets. Positions included private shares in Square, LinkedIn, Facebook, AirBnb, Lyft, Palantir

    • National Securities

      Mar 2017 - Jul 2019
      Senior Account Executive

      Roles included managing equity portfolios, technical analysis, public equity offerings for companies in biotechnology/medical devices/technology. Participated in $20M financing round for Ordergroove Series C round in January 17. Part of team that facilitated investments raising $60M for Tandem Diabetes Care (TNDM) for the secondary equity offering February 2018.

    • Laidlaw Wealth Management LLC

      Aug 2019 - Dec 2019
      Sr. Financial Consultant

    • Worden Capital Managment LLC

      Jan 2020 - Sept 2021
      Investment Banking

    • SW Financial Management

      Sept 2021 - May 2023
      Branch Manager

    • Spartan Capital Securities, LLC

      May 2023 - now
      Private Wealth Manager

  • Licenses & Certifications

    • Series 66

      FINRA

    • Series 53

      FINRA

    • Series 24

      FINRA

    • Series 4

      FINRA

    • Series 7

      FINRA