Please complete the CAPTCHA to continue
@sequoia.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Evan Fitzpatrick is listed as 401k Advisor at Sequoia Consulting Group, based in Lansdale, Pennsylvania, United States. AeroLeads shows a work email signal at sequoia.com and a matched LinkedIn profile for Evan Fitzpatrick.
Evan Fitzpatrick previously worked as Relationship Manager at Vanguard and Project Manager at Vanguard. Evan Fitzpatrick holds B.A. Psychology, Psychology from Dartmouth College.
This section adds company-level context without repeating Evan Fitzpatrick's masked contact details.
AeroLeads found 1 current-domain work email signal for Evan Fitzpatrick. Compare company email patterns before reaching out.
Currently I am a 401k Advisor for Sequoia Consulting Group - although we are based in San Mateo, CA I am in a fully remote position in the Philadelphia area. Previously I worked at Vanguard for 14 years as a Project Manager for several years and also as a Relationship Manager in the Institutional Investor Group.
Listed skills include Microsoft Office, Microsoft Project, Training, Financial Services, and 11 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Sequoia is the service partner for people-first companies. We take care of you by unifying the benefits, HR, retirement, and insurance services you need to better scale and protect your business. We’ve spent 20 years supporting the world’s most innovative, market-changing companies and we know what it takes to fuel your growth and please your people. Our.
Malvern, PA
Project Lead in our Implementations Services group, part of our Institutional Recordkeeping Services. Lead the conversions of new Insitutional plans, mainly 401k, into Vanguard.
Malvern, PA
Supported and participated in the planning, design, development, testing and overall implementation of operational and technology projects. Plus supported fund launches and initiatives for the International Fund Services team in the Fund Financial Services department. Lead projects of a limited scope and assigned sections of larger initiatives. As On the.
Malvern
Within the mutual fund accounting department, maintained ownership for the completion of daily, weekly and monthly deliverables for all assigned fund level tasks including resolution of trade failures, verification of security prices, corporate action processing, cash and currency reconciliation, and preparation of team reporting deliverables. Also tracked.
Malvern, Pennsylvania, United States
Quick answers generated from the profile data available on this page.
Evan Fitzpatrick works for Sequoia Consulting Group.
Evan Fitzpatrick is listed as 401k Advisor at Sequoia Consulting Group.
AeroLeads has found 1 work email signal at @sequoia.com for Evan Fitzpatrick at Sequoia Consulting Group.
Evan Fitzpatrick is based in Lansdale, Pennsylvania, United States while working with Sequoia Consulting Group.
Evan Fitzpatrick has worked for Sequoia Consulting Group and Vanguard.
You can use AeroLeads to view verified contact signals for Evan Fitzpatrick at Sequoia Consulting Group, including work email, phone, and LinkedIn data when available.
Evan Fitzpatrick holds B.A. Psychology, Psychology from Dartmouth College.
Evan Fitzpatrick is listed with skills including Microsoft Office, Microsoft Project, Training, Financial Services, Finance, Project Management, Microsoft Excel, and Process Improvement.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Evan Fitzpatrick you were looking for.
