Evan Adams, Mba Email & Phone Number

Scottsdale, AZ, US

San Mateo, CA, US

As a Financial Services Consultant, I’m focused on optimizing the Sequoia client retirement experience and unifying it with our full benefits suite, including healthcare and wellbeing.Specialties: Plan design assistanceInvestment analysisContribution strategiesFiduciary supportParticipant education and outcome success strategiesNon-discrimination and other.

Valley Forge, PA, US

A Client Service Executive is a direct advocate for Plan Sponsors and Consultants alike. I partner with each to ensure their participants are in the best position to achieve retirement success and beyond. Along with providing responsive and thorough service, I strive to ensure clients are aware of all the beneficial resources and tools that will help their.

Valley Forge, PA, US

I manage the wealth and relationships of a dedicated book of UHNW clients ($5M-$25M at Vanguard. Using active questioning and consultative sales methodology, I identify unique needs of the client or client group and position Vanguard solutions including: Personal Advisor Services, Wealth and estate planning, charitable giving, trustee services and Family.

Valley Forge, PA, US

In my role as Sales Analyst, I focus on providing financial planning and investment management analysis to 20 of the nation's largest RIA Aggregator and UHNW firms. Firms range in size from $10B to $200B AUM. The role is both analytical and highly relationship driven. Key duties include investment research and analysis, pairing of Advisor needs with.

Valley Forge, PA, US

I guided plan sponsors, Advisors and participants to a proprietary, white-label 401k retirement solution. Plan sizes ranged from start-up to $50M in assets with no threshold on participant head count. I provided Advisors and Sponsors with the information they needed to make informed buying decisions using highly consultative methodology and the Miller.

Valley Forge, PA, US

FAS Sales (Series 7, Series 63 and 6 licenses)As the Internal RIA Sales Executive located in Arizona, I was responsible for managing and developing the Vanguard/RIA relationships in the San Francisco Bay Area. I managed a book of Advisors with assets under management from $100 million and up. My main functions include: influencing purchasing decisions of.

Valley Forge, PA, US

I served as an Investment Consultant for three years. As such, I was the face of Vanguard for any new money coming in; be it from new or existing clients. My role served as the launch point for clients and prospects looking for investment products and services from Vanguard. Specific responsibilities included: consultative selling of Vanguard funds and.

Valley Forge, PA, US

My main function as an associate in the primary Retail Services Group was to service client accounts on an inbound call basis. I worked with both retirement and non-retirement transactions and other service requirements. It was also an objective to identify business referrals for other groups within Vanguard such as the Business Development Group, Small.

Mba

Bachelor Of Science - Bs, Communication, General