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Evan Gerrard Email & Phone Number
Assistant Vice President, Financial Solutions Advisor
at
Merrill Lynch
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Assistant Vice President, Financial Solutions Advisor
Location
Detroit Metropolitan Area, United States
Company size
Who is Evan Gerrard? Overview
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Quick answer
Evan Gerrard is listed as Assistant Vice President, Financial Solutions Advisor at Merrill Lynch, a with 34842 employees, based in Detroit Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Evan Gerrard.
Evan Gerrard previously worked as Financial Solutions Advisor at Merrill Lynch and Private Bank Intern - Portfolio Management at Huntington National Bank. Evan Gerrard holds Bachelor Of Science - Bs, Financial Planning And Services from Oakland University.
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Email format at Merrill Lynch
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Merrill Lynch
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Profile bio
About Evan Gerrard
Recent graduate from Oakland University, studied Finance with a Specialization in Wealth Management. I am incredibly excited to have accepted a Financial Solutions Advisor position with Merrill Lynch. Eager to apply my previous experience in finance, banking, and sales to continue learning more about portfolio management, analyzing investments, and helping clients reach their financial goals.
Current workplace
Evan Gerrard's current company
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Merrill Lynch
6 roles
Evan Gerrard work experience
A career timeline built from the work history available for this profile.
Financial Solutions Advisor
Private Bank Intern - Portfolio Management
Seasonal Full-Time Position- Created investment presentations in InvestEdge to display current portfolio performance to clients- Constructed and analyzed model portfolios in Morningstar to compare differences in asset allocation between client’s portfolio and benchmark- Produced investment policy statements to confirm client’s investment goals and risk tolerance- Conducted research on mutual funds to summarize investment strategy to portfolio managers- Attended client meetings to discuss investment performance
May 2022 - Aug 2022
Middle Market Credit Analyst Intern - Commercial Banking Segment
Seasonal Full-Time Position- Created spreads to analyze various types of financial statements and business tax returns- Tested and validated commercial borrowing base certificates- Conducted monthly, quarterly, semi-annually and annual covenant testing- Performed cash flow analyses
Jun 2021 - Aug 2021
Bank Teller
Seasonal Full-Time Position- Authorized financial transactions for customers- Generated revenue through recommending banking products to clients- Conducted research on customer accounts to evaluate signs of risk to the bank- Supported financial advisors in identifying potential customers for new investment opportunities
May 2019 - Aug 2019
Sales Consultant
Seasonal Full-Time Position- Out of 12 sales consultants, finished second highest in overall sales over 90-day period- Honed customer service skills through vehicle negotiation, follow-up calls and emails- Perfect customer satisfaction ratings with Toyota- Negotiated with a wide variety of customers to reach agreement on sale terms- Exceeded monthly objectives to receive additional bonuses- Researched vehicles to fit customers' needs
May 2018 - Aug 2018
Team & coworkers
Colleagues at Merrill Lynch
Other employees you can reach at ml.com. View company contacts for 34842 employees →
AB
Andrew Basa
Colleague at Merrill LynchNew York, United States
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MC
Melanie Chien Liu
Colleague at Merrill LynchIrvine, California, United States
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JN
John Neuenschwander
Colleague at Merrill LynchFargo, North Dakota, United States
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MM
Mark Mueting
Colleague at Merrill LynchAnn Arbor, Michigan, United States
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LV
Lauren Vitier
Colleague at Merrill LynchSan Juan, Puerto Rico
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TK
Tyler Kang
Colleague at Merrill LynchBaltimore, Maryland, United States
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WR
Wayne Ramsey, Cfp®, Cepa ®, Cpfa ®
Colleague at Merrill LynchLufkin, Texas, United States
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GC
Gregory Caburis
Colleague at Merrill LynchBridgewater, New Jersey, United States
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NM
Norma Maldonado
Colleague at Merrill LynchDallas, Texas, United States
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PR
Paul Rouche
Colleague at Merrill LynchUnited States
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Andrew Basa
Colleague at Merrill LynchNew York, United States
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MC
Melanie Chien Liu
Colleague at Merrill LynchIrvine, California, United States
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JN
John Neuenschwander
Colleague at Merrill LynchFargo, North Dakota, United States
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MM
Mark Mueting
Colleague at Merrill LynchAnn Arbor, Michigan, United States
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LV
Lauren Vitier
Colleague at Merrill LynchSan Juan, Puerto Rico
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TK
Tyler Kang
Colleague at Merrill LynchBaltimore, Maryland, United States
View →
WR
Wayne Ramsey, Cfp®, Cepa ®, Cpfa ®
Colleague at Merrill LynchLufkin, Texas, United States
View →
GC
Gregory Caburis
Colleague at Merrill LynchBridgewater, New Jersey, United States
View →
NM
Norma Maldonado
Colleague at Merrill LynchDallas, Texas, United States
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PR
Paul Rouche
Colleague at Merrill LynchUnited States
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1 education record
Evan Gerrard education
FAQ
Frequently asked questions about Evan Gerrard
Quick answers generated from the profile data available on this page.
What company does Evan Gerrard work for?
Evan Gerrard works for Merrill Lynch.
What is Evan Gerrard's role at Merrill Lynch?
Evan Gerrard is listed as Assistant Vice President, Financial Solutions Advisor at Merrill Lynch.
Where is Evan Gerrard based?
Evan Gerrard is based in Detroit Metropolitan Area, United States while working with Merrill Lynch.
What companies has Evan Gerrard worked for?
Evan Gerrard has worked for Merrill Lynch, Huntington National Bank, Chemical Bank, and The Suburban Collection.
Who are Evan Gerrard's colleagues at Merrill Lynch?
Evan Gerrard's colleagues at Merrill Lynch include Andrew Basa, Melanie Chien Liu, John Neuenschwander, Mark Mueting, and Lauren Vitier.
How can I contact Evan Gerrard?
You can use AeroLeads to view verified contact signals for Evan Gerrard at Merrill Lynch, including work email, phone, and LinkedIn data when available.
What schools did Evan Gerrard attend?
Evan Gerrard holds Bachelor Of Science - Bs, Financial Planning And Services from Oakland University.
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