Evelyn White

Evelyn White Email and Phone Number

Regional Client Associate Manager at Banking Wealth Management Firm @ Undisclosed
united states
Evelyn White's Location
United States, United States
About Evelyn White

FINRA licensed, Masters graduate with significant experience in the financial industry.

Evelyn White's Current Company Details
Undisclosed

Undisclosed

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Regional Client Associate Manager at Banking Wealth Management Firm
united states
Employees:
2296
Evelyn White Work Experience Details
  • Undisclosed
    Regional Client Associate Manager
    Undisclosed Jan 2019 - Present
    San Francisco Bay Area
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  • Wells Fargo Advisors
    Branch Liaison/Senior Registered Client Associate
    Wells Fargo Advisors Apr 2016 - Jan 2019
    San Francisco Bay Area
    View
  • Capital One
    Brokerage Principal Processing Coordinator/Associate
    Capital One 2013 - 2015
    Greater New Orleans Area
    View
  • State Street
    Ims Reconciliation Associate/Fund Services Accounting Reconciliation Senior Associate
    State Street 2007 - 2013
    Sacramento, California Area
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  • Self Employed (Mass Mutual, Global Equity Lending, First Mortgage Sources)
    Financial Consultant
    Self Employed (Mass Mutual, Global Equity Lending, First Mortgage Sources) 2004 - 2007
    Sacramento, California Area
  • National Planning Corporation (Npc)
    Brokerage Operations Specialist
    National Planning Corporation (Npc) 2003 - 2004
    Santa Monica, Ca
    View
  • Franklin Templeton Investments
    Retirements Service- Senior Associate
    Franklin Templeton Investments 1997 - 2003
    Rancho Cordova, Ca
    View

Evelyn White Skills

Accruals Finance Microsoft Word Microsoft Office Journal Entries Internal Audit Bookkeeping Accounts Receivable Microsoft Excel General Ledger Auditing Accounting Financial Reporting Internal Controls Sports Media Account Reconciliation Communication Brokerage Mutual Funds Qualified Retirement Plans Employee Training Back Office Financial Services

Evelyn White Education Details

Frequently Asked Questions about Evelyn White

What company does Evelyn White work for?

Evelyn White works for Undisclosed

What is Evelyn White's role at the current company?

Evelyn White's current role is Regional Client Associate Manager at Banking Wealth Management Firm.

What schools did Evelyn White attend?

Evelyn White attended University Of Phoenix, California State University-Sacramento, California State University-Sacramento.

What skills is Evelyn White known for?

Evelyn White has skills like Accruals, Finance, Microsoft Word, Microsoft Office, Journal Entries, Internal Audit, Bookkeeping, Accounts Receivable, Microsoft Excel, General Ledger, Auditing, Accounting.

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