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Glen T Evans, Cfp is listed as Major Gifts Officer at Philanthropies Dept, based in Salt Lake City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at ldschurch.org and a matched LinkedIn profile for Glen T Evans, Cfp.
Glen T Evans, Cfp previously worked as Senior Financial Advisor/Stock Broker at Fifth Third Bank and VP, Market Manager/Institutional Client Advisor at J.P. Morgan Asset Management. Glen T Evans, Cfp holds Bs, Economics from Brigham Young University.
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AeroLeads found 1 current-domain work email signal for Glen T Evans, Cfp. Compare company email patterns before reaching out.
Glen T Evans, Cfp is a Major Gifts Officer at Philanthropies Dept. He possess expertise in fundraising, nonprofits, public speaking, leadership, strategic planning and 22 more skills. He is proficient in Scottish.
Listed skills include Fundraising, Nonprofits, Public Speaking, Leadership, and 23 others.
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United States
I help families and individuals in their quest to assist others in becoming self-reliant through the charitable initiatives and projects of the Church Of Jesus Christ and its sponsored education entities. Humanitarian projects, Family History projects, Missionary, and BYU Pathway Worldwide comprise some of the major funding initiatives. This also includes.
Lexington, Kentucky Area
Private Client Advisor for high net worth individuals and corporations. Sales role, lead relationship role dealing primarily with owners and directors of corporations. Primary responsibility for sales to new clients, with a secondary role to retain and enhance the existing book of business. Specialization in wealth planning services, investment analysis.
Kentucky And West Virginia
When Bank One was acquired by JPMorgan, my role became that of Market Manager/Regional Client Advisor for Kentucky and West Virginia - specifically for institutional clients with $5 million to $75 million in assets. Maintained offices and managed staff in both states. My responsibility was to retain $450 million in assets and to gather new assets through.
Utah, Southeastern Idaho, And Nevada
Lead Relationship Manager for the major custody, 401(k) and Pension clients in Utah, Southeastern Idaho, and Nevada – including some fortune 500 clients. Developed new business from existing clients and contacts. Opened the Nevada market for the retirement plan services unit.Counseled clients on ERISA and Internal Revenue Code provisions, and made.
Greater Salt Lake City Area
First Security Bank, became Wells Fargo when they merged. Conducted all phases of account administration for numerous 401(k), Money Purchase, Pension, and ESOP plans. Set up plan document, SPD, investment options, employee enrollment meetings, and participant communications.Consulted clients on creation of investment guidelines. Established a practice of.
Washington D.C. Metro Area
A few weeks after graduating from college, I moved to Washington, D.C. to pursue this job offer made to me while finishing college. This was a two-year term appointment to the Bureau of Public Debt, a division of the U.S. Treasury Department. I worked on T Note interest payment research and processing. My assignment was to review the accuracy of.
Provo, Utah Area
While attending BYU, I worked 20 hours a week at BYU's PBS station airing programs while getting my economics degree. The two were unrelated, but in 1980 during my first few semesters in school, I was unsure of my major but thought at the time that it might be communications broadcasting. I applied for this job and got it based on that. Later, I changed to.
Activities and Societies: barbershop chorus, student government volunteer
Quick answers generated from the profile data available on this page.
Glen T Evans, Cfp works for Philanthropies Dept.
Glen T Evans, Cfp is listed as Major Gifts Officer at Philanthropies Dept.
AeroLeads has found 1 work email signal at @ldschurch.org for Glen T Evans, Cfp at Philanthropies Dept.
Glen T Evans, Cfp is based in Salt Lake City Metropolitan Area, United States, United States while working with Philanthropies Dept.
Glen T Evans, Cfp has worked for Philanthropies Dept, Fifth Third Bank, J.P. Morgan Asset Management, U.S. Bank, and First Security Bank/Wells Fargo.
You can use AeroLeads to view verified contact signals for Glen T Evans, Cfp at Philanthropies Dept, including work email, phone, and LinkedIn data when available.
Glen T Evans, Cfp holds Bs, Economics from Brigham Young University.
Glen T Evans, Cfp is listed with skills including Fundraising, Nonprofits, Public Speaking, Leadership, Strategic Planning, Philanthropy, Non Profits, and Volunteer Management.
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