Anna Evans Email & Phone Number
Who is Anna Evans? Overview
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Anna Evans is listed as Financial Adviser committed to empowering clients in making informed decisions to secure their financial futures. at Quilter, a company with 1851 employees, based in Milton Keynes, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Anna Evans.
Anna Evans previously worked as Financial Planning Consultant at Quilter and Protection Advisor at Quilter Financial Advisers. Anna Evans holds Diploma In Regulated Financial Planning, Financial Planning And Services from Chartered Insurance Institute.
Email format at Quilter
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About Anna Evans
I'm a passionate Financial Planning Consultant with a Diploma in Regulated Financial Planning. With a background in banking operations, financial consultancy, and private equity, I'm committed to empowering clients in making informed decisions to secure their financial futures. Let's connect and explore how we can navigate the intricacies of protection and finance together!
Anna Evans's current company
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Anna Evans work experience
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Protection Advisor
Trainee Financial Advisor
Data Manager
- In depth data analysis for multiple e-commerce businesses. Creating, tracking and presenting evidence based dashboards for the use of financial and operational decision making.
- Creation of monthly and weekly meeting packs, using statistical analysis.
- Data Governance - Quality control of existing data. Monthly auditing to maintain regulatory compliance.
Fund Analyst
- Continuous market analysis of Fine Wine Markets using Liv-Ex Platform
- Monthly buy/sell reporting
- Trading and back office support
- Fine Wine pricing strategies using market analysis
Senior Consultant
- Role: Operations Project ManagerRole: Technical Learning Partner
- Designed and delivered global graduate training programme.
- Successfully initiated, modelled and implemented a global e-learning system and learning management system to enable global consistency.
- Specialised in technical training delivery, (including Banking Operations, Regulations, AML/KYC) to multiple career levels.
- Drove strategic people development by partnering with stakeholders to align business goals and objectives with L&D needs.
- Orchestrated statistical data creation and MI reporting to executive committee to facilitate communication channels for growth and future planning.
Consultant
Capital Resources - Role: Business Analyst
Associate Consultant
- Role: Cash Funding Analyst - Transaction Management and Operations
- Equity and Fixed Income
- Executed and re-designed Nostro account maintenance procedures to maximise short-term investment strategies and manage company liquidity.
- Successfully delivered complex business strategy changes through system implementations and decommissions whilst producing requirements documentations and business wide process maps.
- Built, maintained and managed process trackers to guarantee a streamlined project delivery approach.
- Increased cross-functional capabilities by administering operational and system-based training to both internal team members and external stakeholders.
Travelling
Administrator
Administrator for a Private Nursing Home. The role involved numerous duties which varied in accordance with month end reconciliations and day-to-day administration. These included (but were not limited to): Initiating and Maintaining Petty Cash and Credit Card Control Systems (including inputting and monthly reporting),Document preparation and data.
Promotions Manager
- Managerial role received in the course of promotion from events staff.
- Managed the marketing and PR for a busy bar located within a student town.
- Responsible for promotional strategies, marketing campaigns and activities for the event. This included consistently networking with clients, clubs & societies
- Responsible for operations on the night: delegating staff, bookings, managing VIP clients, guest lists & in charge of tills (responsible for all cash flows).
Promotions Staff
- On the night assistance to event/promotion managers.
- Client networking and ticket sales.
- Student halls representative.
- Day-time marketing assistance.
- VIP Client services assistant.
Temporary - Customer Advisor
- Dealt with incoming calls relating to Insurance Services in both the sales and customer service departments
- Worked within a busy team environment
- Ad hoc administration duties
Temporary - Customer Advisor
Temporary - Administrative Assistant
My general duties included assisting claims handlers with mail shots, filing and word processing within the claims department of a busy Insurance Services company.
Temporary - Clerical Assistant
General office duties included working with a complex filing system, faxing, photocopying and answering the telephone within the underwriting department.This role initiated my understanding of the Insurance Services industry including each level of the business strategy.
Colleagues at Quilter
Other employees you can reach at quilter.com. View company contacts for 1851 employees →
Hala Saeed
Colleague at QuilterLondon, England, United Kingdom, United Kingdom
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MC
Matthew Crane
Colleague at QuilterUnited Kingdom, United Kingdom
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ID
Ian Davies
Colleague at QuilterGreater Plymouth Area, United Kingdom
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PB
Paul Breslin
Colleague at QuilterGreater Glasgow Area, United Kingdom
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MS
Monisha Sharma
Colleague at QuilterLondon Area, United Kingdom, United Kingdom
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AH
Adam Holmes
Colleague at QuilterNottingham, England, United Kingdom, United Kingdom
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DS
Dan Sansum Dipfa
Colleague at QuilterHeadley, England, United Kingdom, United Kingdom
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MS
Mark Spear
Colleague at QuilterUnited Kingdom, United Kingdom
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JS
Julie Soar
Colleague at QuilterGreater Derby Area, United Kingdom
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JL
John Langdown
Colleague at QuilterGreater Southampton Area, United Kingdom
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Anna Evans education
Diploma In Regulated Financial Planning, Financial Planning And Services
Bachelor’S Degree, Accounting With Finance
Aat Level 3 Diploma, Accounting And Finance
Frequently asked questions about Anna Evans
Quick answers generated from the profile data available on this page.
What company does Anna Evans work for?
Anna Evans works for Quilter.
What is Anna Evans's role at Quilter?
Anna Evans is listed as Financial Adviser committed to empowering clients in making informed decisions to secure their financial futures. at Quilter.
Where is Anna Evans based?
Anna Evans is based in Milton Keynes, England, United Kingdom while working with Quilter.
What companies has Anna Evans worked for?
Anna Evans has worked for Quilter, Quilter Financial Advisers, Cadman Capital Group, Jdx Consulting, and Exploring The World.
Who are Anna Evans's colleagues at Quilter?
Anna Evans's colleagues at Quilter include Hala Saeed, Matthew Crane, Ian Davies, Paul Breslin, and Monisha Sharma.
How can I contact Anna Evans?
You can use AeroLeads to view verified contact signals for Anna Evans at Quilter, including work email, phone, and LinkedIn data when available.
What schools did Anna Evans attend?
Anna Evans holds Diploma In Regulated Financial Planning, Financial Planning And Services from Chartered Insurance Institute.
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