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Dee Evans Email & Phone Number
Portfolio Administrator and Compliance Associate and Client Care Specialist
at
Marshall Financial (Doylestown, PA)
1 work email found
@marshallfinancial.com
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 71%
Current company
Role
Portfolio Administrator and Compliance Associate and Client Care Specialist
Location
Doylestown, Pennsylvania, United States
Who is Dee Evans? Overview
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Quick answer
Dee Evans is listed as Portfolio Administrator and Compliance Associate and Client Care Specialist at Marshall Financial (Doylestown, PA), based in Doylestown, Pennsylvania, United States. AeroLeads shows a work email signal at marshallfinancial.com and a matched LinkedIn profile for Dee Evans.
Dee Evans previously worked as Portfolio Administrator/Compliance Associate/Client Care Specialist at Marshall Financial (Doylestown, Pa) and Portfolio Adminstrator and Compliance Associate at Marshall Financial Group.
Company email context
Email format at Marshall Financial (Doylestown, PA)
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{first_initial}{last}@marshallfinancial.com
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AeroLeads found 1 current-domain work email signal for Dee Evans. Compare company email patterns before reaching out.
Profile bio
About Dee Evans
Thirty-two years of experience in the financial field including eleven years in banking followed by twenty-one years in financial planning. Current work includes compliance, investment administration focusing on onboarding, service and retention of clients and optimization of profitability of the firm by providing support functions ensuring that client expectations along with company financial goals are met.
Current workplace
Dee Evans's current company
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Marshall Financial (Doylestown, Pa)
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6 roles
Dee Evans work experience
A career timeline built from the work history available for this profile.
Portfolio Administrator/Compliance Associate/Client Care Specialist
Current
Jun 2018 - Present
Portfolio Adminstrator And Compliance Associate
Current
Jun 2018 - Present
Client Care Specialist/Portfolio Administrator/Compliance Associate
Current
Jun 2018 - Present
Investment Administrator & Registered Paraplanner
CurrentResponsible for support of certified financial planners including transacting trades, portfolio development, client interaction, and back office operations. Additional responsibilities include supporting Chief Compliance Officer and Chief Investment Officer.
Jul 2001 - Present
Assitant Branch Manager
Maintained key business and customer relationships and acted as the first line of communication in the absence of the Bank Manager. Managed and trained 5 direct reports including customer service representative, head teller and 3 tellers. Evaluated and approved small personal loans. Assisted with loan closing documents for primary and secondary mortgages.
May 1998 - Jun 2001
FAQ
Frequently asked questions about Dee Evans
Quick answers generated from the profile data available on this page.
What company does Dee Evans work for?
Dee Evans works for Marshall Financial (Doylestown, PA).
What is Dee Evans's role at Marshall Financial (Doylestown, PA)?
Dee Evans is listed as Portfolio Administrator and Compliance Associate and Client Care Specialist at Marshall Financial (Doylestown, PA).
What is Dee Evans's email address?
AeroLeads has found 1 work email signal at @marshallfinancial.com for Dee Evans at Marshall Financial (Doylestown, PA).
Where is Dee Evans based?
Dee Evans is based in Doylestown, Pennsylvania, United States while working with Marshall Financial (Doylestown, PA).
What companies has Dee Evans worked for?
Dee Evans has worked for Marshall Financial (Doylestown, Pa), Marshall Financial Group, and Harleysville National Bank.
How can I contact Dee Evans?
You can use AeroLeads to view verified contact signals for Dee Evans at Marshall Financial (Doylestown, PA), including work email, phone, and LinkedIn data when available.
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