Retired!@ Calamos Investments
Garden City, New York, United States
Evan Wald, CIMA
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State University of New York College at Oswego
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FlashIntel GPTEvan Wald, CIMA is a highly experienced financial advisor with over 36 years of work experience. He is currently the New York Metro Investment Consultant for Calamos Investments, where he focuses on helping Financial Advisors add value to their practice and build portfolios and wealth for their clients. With a strong background in both open and closed end accounts, Evan understands the challenges of life as a financial advisor and focuses on the service part of the job. He is dedicated to providing exceptional service and value to his clients. Evan's extensive work experience includes roles at Calamos Investments, Nationwide Financial, UBS, NatWest Bank, and GE.
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About
As the New York Metro Investment Consultant for Calamos Investments, my passion is helping Financial Advisors add value to their practice, helping build portfolios and wealth for their clients. We offer a suite of open end, closed end and separately managed accounts, focused on Calamos's core strengths of Convertible bond, Alternative Investments, International and Small cap categories.With over 35 years of experience, and having worked on the wire side at UBS for 11 years, I understand the challenges of life as a financial advisor, and I focus heavily on the service part of the job. I try to approach my job with one major core value: be exceptional at the things you can control, and that means service and value to my clients.I live in Garden City NY with my wife and 24 year old son, and enjoy collecting sports memorabilia, attending sporting events and travel
...See MoreWork Experience
Retired!
Vice President | Senior Investment Consultant | Calamos Investments
Financial Services
Evan Wald, CIMA's Professional Milestones
- Managed Account Consultant (1997-01-01~2007-01-01): Building and nurturing strong client relationships, resulting in increased revenue and brand recognition.
- Account Executive (1992-01-01~1997-01-01): Developed and executed strategies to maximize client satisfaction and drive revenue growth.
Education
Skill
Separately Managed Accounts
Series 63
Series 7
Mutual Funds
Wealth Management
Alternative Investments
Investments
Asset Allocation
Series 65
Securities
Financial Services
Etfs
Asset Management
Wealth Management Services
Series 24
Portfolio Management
Uniform Combined State Law
Investment Advisory
Hedge Funds
Strategic Financial Planning
Retirement Planning
Investment Management
Financial Advisory
Variable Annuities
Bonds
401k
Fixed Income
Investment Strategies
Series 6
Finra
Institutional Investments
Relationship Management
High Net Worth Individuals
Financial Planning
Managed Accounts
Fixed Annuities
Asset Managment
Equities
Retirement
Managing Accounts
Iras
Wealth
Options
Certification
Colleagues
John Koudounis
Chief Executive Officer
John P. Calamos, Sr.
Founder | Chairman | Global Chief Investment Officer
Miral Patel
lead data engineer & product owner at calamos investments
John Koudounis
Chief Executive Officer
Miguele Atkins
institutional operations administrator at calamos investments and owner cyberwize
Other Named Evan Wald, CIMA
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Evan Wald, CIMA works for Calamos Investments
Evan Wald, CIMA's role in Calamos Investments is Retired!
Evan Wald, CIMA works in the industry of Financial Services
Evan Wald, CIMA's colleagues are John Koudounis,John P. Calamos, Sr.,Miral Patel
Evan Wald, CIMA's latest job experience is Retired! at Calamos Investments
Evan Wald, CIMA's latest education in State University of New York College at Oswego
