Joe Knox

Financial Advisor @Evident Financial

Erie, PA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2024 — Present

Financial Advisor @Evident Financial

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Erie, PA, US

EDUCATION

N/A

Gannon University

Bachelor's degree, International Finance

N/A

Gannon University

Master's degree, Business Analytics

ABOUT JOE KNOX

I am a Project Manager at Evident Financial, a leading wealth management firm that provides customized financial solutions to clients across the United States. With a master\'s degree in business analytics (MBA) and a bachelor\'s degree in international finance from Gannon University, I have a unique combination of skills and knowledge that enable me to deliver high-quality results in the financial services industry.In my current role, I leverage my analytical skills and business acumen to manage complex projects, from planning and execution to monitoring and evaluation. I work with the Evident team to ensure that the project objectives, scope, budget, and timeline are met and that the stakeholders are satisfied with the outcomes. I also use data-driven insights to identify opportunities for improvement, optimization, and innovation. Prior to joining Evident Financial, I gained valuable experience as a Wealth Management Intern at the same firm, where I assisted senior advisors with client relationship management, portfolio analysis, and investment research. I also worked as a Research Analyst at Gannon University, where I conducted market research, data analysis, and report writing for various industry sectors.My education and experience have shaped my passion for finance and data. I am always eager to learn new skills, explore new challenges, and make a positive impact in the financial services industry.

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Joe Knox — Financial Advisor at Evident Financial in Erie, PA, US | Unifers