Evan R.

Evan R. Email and Phone Number

Vice President Trust Administrator at JP Morgan Chase & Co. @ JPMorgan Chase & Co.
Evan R.'s Location
Wilmington, Delaware, United States, United States
Evan R.'s Contact Details

Evan R. personal email

n/a
About Evan R.

I provide fiduciary administration services to ultra high net worth and high net worth families. I build relationships with clients and advisors founded on trust and responsiveness. My primary administration experience is in the situses of Maryland, New Jersey, New York, and Connecticut with non-trivial but less extensive experience elsewhere (Delaware, Wyoming). I have administered a variety of asset classes including closely held entities and real estate. I have worked on estate plans at every stage of their lifecycle: workshopping, drafting, funding, administering, revising, and disbursing.In the legal industry, I have done everything I can at a law firm without obtaining a law degree, from brewing coffee to training staff to vamping during a client presentation while counsel resolved an emergency.I have interviewed paralegal candidates, managed them, and audited their work product. I have liaised directly with clients and provided due diligence support in multi-million dollar real estate and corporate acquisitions, including those backed by SBA financing. I have researched and drafted pleadings in support of multi-party personal injury/lead paint exposure claims worth millions in damages. I have drafted and administered the estate plans of doctors and litigators at risk of malpractice claims. I have supported the day-to-day management and governance of international corporations, family trusts, and private trust companies. I have worked for both plaintiff and defendant in employment-related torts and civil actions, including claims for worker's compensation, wrongful discharge, discrimination, and harassment. I have prosecuted, and trained others in the prosecution of, trademark applications for international and domestic clients, supported counsel in trademark litigation and matters before the Trademark and Trial Appeal Board (TTAB), and I have managed a firm's trademark docket, including disputes, appeals, and declarations under Sections 8 and 15. Technically, I am a proficient user of Microsoft Office, including Word, Excel, PowerPoint, and Outlook, as well as Adobe Acrobat Pro DC. I have trained staff in e-filing through MDEC and the Maryland Workers' Compensation Commission's claims database (WFMS). I have managed federal claims (PACER), as well as claims before the EEOC and MSPB. I have trained staff to leverage public tax, entity, lien search, and land records indices, and to use time management and billing software. I have overhauled a firm-wide case management system to facilitate internal communication on case priorities.

Evan R.'s Current Company Details
JPMorgan Chase & Co.

Jpmorgan Chase & Co.

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Vice President Trust Administrator at JP Morgan Chase & Co.
Evan R. Work Experience Details
  • Jpmorgan Chase & Co.
    Vice President Trust Administrator
    Jpmorgan Chase & Co. Feb 2022 - Present
    New York, Ny, Us
  • Wells Fargo
    Trust Officer/Fiduciary Administrator Ii
    Wells Fargo Aug 2019 - Nov 2021
    San Francisco, California, Us
    Trust Officer focusing on risk management and ultra high net worth client service in the northeast market, particularly for accounts with situs in New Jersey, New York, and Connecticut. Served as the primary or secondary point of contact for trust clients with discrete investable assets of up to $70 million. Collaborated with relationship managers, asset managers, tax professionals, financial advisors, and investment specialists to deliver exceptional service to fiduciary and trust clients requiring complex administration, including: exercises of power-to-adjust; unitrust implementation; intentionally defective grantor trusts; QTIP, retirement, special needs, and insurance trusts; and specialty assets (OGM, real estate, closely held).
  • Bennett & Ellison, P.C.
    Litigation Paralegal
    Bennett & Ellison, P.C. Jan 2017 - Aug 2019
    Litigation specialist supporting Plaintiff’s counsel in claims ranging from employment discrimination, worker’s compensation, personal injury, and medical malpractice.
  • Fisher Law Office
    Client Services Manager
    Fisher Law Office 2012 - 2017
    Annapolis, Md, Us
  • Fisher Law Office
    Senior Paralegal
    Fisher Law Office 2012 - 2017
    Annapolis, Md, Us
  • Fisher Law Office
    Legal Assistant Paralegal
    Fisher Law Office 2012 - 2012
    Annapolis, Md, Us
  • Fisher Law Office
    Social Media Manager
    Fisher Law Office 2012 - 2012
    Annapolis, Md, Us
    While training as a Legal Assistant and Paralegal, I also directed the firm's blogging and social media marketing strategy. Over a four-month span, I increased views of the firm's blog by 700%, obtained content syndication for the same on a higher-profile industry website, and generated client leads through a medium that had previously yielded none. My responsibilities included identifying keywords and strategies vital to search engine optimization (SEO) in the firm's target practice areas, managing the firm's social media accounts, and directing the firm's blog (writing, editing, publishing, and assigning posts to staff and counsel).

Evan R. Education Details

  • St. Mary'S College Of Maryland
    St. Mary'S College Of Maryland
    General
  • University Of Oxford
    University Of Oxford
    English Literature And History
  • The University Of Alabama
    The University Of Alabama
    English

Frequently Asked Questions about Evan R.

What company does Evan R. work for?

Evan R. works for Jpmorgan Chase & Co.

What is Evan R.'s role at the current company?

Evan R.'s current role is Vice President Trust Administrator at JP Morgan Chase & Co..

What is Evan R.'s email address?

Evan R.'s email address is ev****@****ase.com

What schools did Evan R. attend?

Evan R. attended St. Mary's College Of Maryland, University Of Oxford, The University Of Alabama.

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