Evan Rush Email & Phone Number

St. Petersburg, Florida, Us

- Respond to inquiries about specific closed-end funds and distribute fund information, press releases, and other news to interested parties- Discuss and explain industry trends and identify appropriate investment opportunities - Compose and publish research pieces such as marketing and educational materials, monthly idea lists, model portfolios, and white papers on timely investment topics- Maintain complex departmental spreadsheets, databases, and webpages, requiring efficiency in Microsoft Excel, FactSet, Morningstar, and internal systems- Collaborate with operations, technology, risk, compliance, equity research, fixed income research, investment banking, and mutual fund research to provide high quality analysis for advisors

New York, Ny, Us

- Client Acquisition – worked independently and with another advisor to identify new prospects, present our Investment Process and Client Service Model, and attempt to convert to clients. Working with a 50 prospect pipeline consistently through Salesforce CRM.- Client Service and Retention – processing documents, trades, and other administrative work for clients. Conducted meetings and seminars to improve client relationships. Identified and distributed white papers of relevance to clients- Financial Planning – includes building relationships with clients to gather their full financial picture and tell the story of their financial future leading up to, transitioning into, and throughout retirement. Processing large data sets and using MoneyGuard Pro to present financial plans- Asset Management – analyzing fund and stock information (using ThompsonOne) to make informed decisions on portfolio creation and consistent management. Working through a fund universe of over 20,000 options to select top quality managers based on return, expected return, and current and future macroeconomic conditions- Business Development – took on the “COO” role of my team to focus on operational efficiency within the team structure that was established. Includes assigning and delegating tasks, working with external partners, creating and implementing processes, and furthering education© 2021 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

New York, Ny, Us

- Financial Planning - includes gathering data from financial advisors and clients, data entry and analysis, and clientpresentations of data sets- Modern Wealth Management Initiatives – worked with senior management to learn and implement new digital tools and toteach financial advisors how to scale their business with these tools- Consistently work with over 40 financial advisors, hundreds of client interactions, and having access to over $6 billion inassets under management- Training program to transition into a financial advisor role

Baltimore, Maryland, Us

- Field calls from clients and assist with their needs, including transactions and account maintenance.- Work on and contribute to a team of 13 people, reporting to a senior member and a supervisor daily.- Awarded for Excellence in Risk Management, Trade Accuracy, and Customer Service.- Sales Pipeline – worked with a mentor to enhance sales knowledge and acumen to prepare me for more advanced roles

Bachelor’S Degree, Finance And Financial Management Services

Bachelor’S Degree, Business/Managerial Economics