Dee Evans

Dee Evans Email and Phone Number

Portfolio Administrator and Compliance Associate and Client Care Specialist @ Marshall Financial (Doylestown, PA)
Doylestown, PA, US
Dee Evans's Location
Doylestown, Pennsylvania, United States, United States
Dee Evans's Contact Details

Dee Evans work email

Dee Evans personal email

n/a
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.

Dee Evans's Current Company Details
Marshall Financial (Doylestown, PA)

Marshall Financial (Doylestown, Pa)

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Portfolio Administrator and Compliance Associate and Client Care Specialist
Doylestown, PA, US
Dee Evans Work Experience Details
  • Marshall Financial (Doylestown, Pa)
    Portfolio Administrator And Compliance Associate And Client Care Specialist
    Marshall Financial (Doylestown, Pa)
    Doylestown, Pa, Us
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  • Marshall Financial (Doylestown, Pa)
    Portfolio Administrator/Compliance Associate/Client Care Specialist
    Marshall Financial (Doylestown, Pa) Jun 2018 - Present
    Doylestown, Pa
    View
  • Marshall Financial Group
    Portfolio Adminstrator And Compliance Associate
    Marshall Financial Group Jun 2018 - Present
    Dooylestown, Pa
    View
  • Marshall Financial (Doylestown, Pa)
    Client Care Specialist/Portfolio Administrator/Compliance Associate
    Marshall Financial (Doylestown, Pa) Jun 2018 - Present
    Doylestown, Pa
    View
  • Marshall Financial (Doylestown, Pa)
    Investment Administrator & Registered Paraplanner
    Marshall Financial (Doylestown, Pa) Jul 2001 - Present
    Doylestown, Pennsylvania
    Responsible 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.
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  • Harleysville National Bank
    Assitant Branch Manager
    Harleysville National Bank May 1998 - Jun 2001
    Doylestown, Pennsylvania
    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, including notarization. Primary job function was to manage overall operation of bank branch.
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Frequently Asked Questions about Dee Evans

What company does Dee Evans work for?

Dee Evans works for Marshall Financial (Doylestown, Pa)

What is Dee Evans's role at the current company?

Dee Evans's current role is Portfolio Administrator and Compliance Associate and Client Care Specialist.

What is Dee Evans's email address?

Dee Evans's email address is de****@****ial.com

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