Alexander Evans
Internal Wholesaler
- Role
- Internal Wholesaler at Quincy Wells Group LLC
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Alexander Evans
Specialties: Series 7, 24, 66, 87 and Insurance Licensed. SEC & FINRA Operations, Compliance and equity trading knowledge, Alternative Investments, 40 Act Funds & Reg D offerings. Salesforce administrator
Experience
Internal Wholesaler
Nov 2025 — Present
Cultivate and maintain relationships with registered reps and financial advisors, supporting wholesaling efforts. Conduct outbound calls and virtual meetings promoting Panorama Financial products. Conduct preliminary relationship outreach in conjunction with external wholesaler. Built Salesforce CRM system to track Panorama Sales and interactions with financial advisors. Work with Due Diligence officers and broker dealers to get selling agreements. Work with Product Sponsors and industry partners to complete due diligence requests.
Education
University of Tennessee, Knoxville
Bachelor of Arts (BA), Economics
1999 — 2004
Skills
- Securities
- Investment Advisory
- Credit
- Options
- Asset Allocation
- Mutual Funds
- Series 65
- Customer Service
- Auditing
- Finance
- Compliance
- Equity Trading
- Aml
- Customer Relations
- Series 7
- Series 63
- Equities
- Analysis
- Insurance
- Series 24
- Alternative Investments
- Investments
- Finra
- Investment Management
- Variable Annuities
- Wealth Management
- Portfolio Management
- Etfs
- Asset Management
- Trading
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