Grace Evans Email & Phone Number
@kappaalphatheta.org
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Who is Grace Evans? Overview
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Grace Evans is listed as Financial Advisor at Valeo Financial Advisors LLC, a with 198 employees, based in Carmel, Indiana, United States. AeroLeads shows a work email signal at kappaalphatheta.org and a matched LinkedIn profile for Grace Evans.
Grace Evans previously worked as Financial Planning Intern at Valeo Financial Advisors Llc and GRC Technology SAP at Kpmg Us. Grace Evans holds Bachelor Of Business Administration - Bba, Information Systems And Finance from The Ohio State University.
Email format at Valeo Financial Advisors LLC
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AeroLeads found 1 current-domain work email signal for Grace Evans. Compare company email patterns before reaching out.
About Grace Evans
I am a fourth-year student studying Information Systems and Finance at The Fisher College of Business. As an analytical, yet personable person, I have found great success throughout my academic career forming valuable relationships along the way. During the summer of 2022, I had the opportunity to intern at a mortgage financial technology company in Dublin, Ireland. I gained international business exposure and learned the skills of a UX designer as I built extensive wireframes for an upcoming product. On campus, I am involved in my sorority Kappa Alpha Theta, serving as the Chief Finical Officer where I manage more than an $800,000 annual budget. I am eager to form valuable connections and continue to develop my skillset with future employment opportunities.
Grace Evans's current company
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Grace Evans work experience
A career timeline built from the work history available for this profile.
Financial Planning Intern
Grc Technology Sap
-Developed advanced proficiency in the Alteryx platform and created a comprehensive workflow that streamlined data reconciliation, validation, and comparison processes for multiple users. Designed the workflow to be reusable, thereby maximizing team efficiency and productivity.-Managed team member hours using pivot tables and data analysis to provide accurate budget and forecasting analyses, contributing to the success of the team's data strategy.-Created function design specification reports that were easy to understand by optimizing data presentation and combining table column descriptions to increase client comprehension across 48 tables.-Delivered a comprehensive introduction to Alteryx to an internal team, addressing live questions and concerns, enhancing their understanding of the tool's insights and best practices.
Chief Financial Officer
-Managed more than 225 members and related vendors with over an $800,000 annual budget-Recognized the organization was operating in a cashflow deficit, examined all expenses and contractual agreements, gathered board forecast expenditures, and formulated an income plan to compensate for the deficit as well as the current and future income needs. -Educated and managed membership vote for approval of increased dues -Created cost saving solutions in order to recover from the financial burdens faced during COVID-19. These included reducing the average cost of provided meals, providing new transportation options, and reducing fees which all together saved more than $60,000.
Ux Designer
Developed a comprehensive working wireframe focused towards mortgage brokers hoping to manage their current, past, and future clients. Worked with project managers, developers, and UX designers in order to ensure an emphasis on effortless user experience.
Private Special Needs Tutor
Tutored a 4th grade student with learning disabilities during online school days. Constructed a detailed routine to follow which reflected and adjusted to daily needs. Incorporated developmental activities during breaks to continue education.
Colleagues at Valeo Financial Advisors LLC
Other employees you can reach at valeofinancial.com. View company contacts for 198 employees →
Caleb Everson
Colleague at Valeo Financial Advisors LlcZionsville, Indiana, United States
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MC
Marco Caspetti
Colleague at Valeo Financial Advisors LlcAnnecy, Auvergne-Rhône-Alpes, France
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WK
Will Kinder, Cfp®
Colleague at Valeo Financial Advisors LlcIndianapolis, Indiana, United States
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PZ
Peggy Zoller
Colleague at Valeo Financial Advisors LlcGreater Tampa Bay Area, United States
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PD
Pr. David Gurdiano Gurdiano
Colleague at Valeo Financial Advisors LlcItapecerica Da Serra, São Paulo, Brazil
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CA
Corbin Adkins
Colleague at Valeo Financial Advisors LlcAvon, Indiana, United States
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RE
Rob Edwards, Cfa
Colleague at Valeo Financial Advisors LlcIndianapolis, Indiana, United States
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NF
Nick Fohrer, Cfp®
Colleague at Valeo Financial Advisors LlcCarmel, Indiana, United States
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AF
Axel Follet
Colleague at Valeo Financial Advisors LlcChassieu, Auvergne-Rhône-Alpes, France
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TH
Tyler Hockett, Cfp®
Colleague at Valeo Financial Advisors LlcFishers, Indiana, United States
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Grace Evans education
Bachelor Of Business Administration - Bba, Information Systems And Finance
Education record
Frequently asked questions about Grace Evans
Quick answers generated from the profile data available on this page.
What company does Grace Evans work for?
Grace Evans works for Valeo Financial Advisors LLC.
What is Grace Evans's role at Valeo Financial Advisors LLC?
Grace Evans is listed as Financial Advisor at Valeo Financial Advisors LLC.
What is Grace Evans's email address?
AeroLeads has found 1 work email signal at @kappaalphatheta.org for Grace Evans at Valeo Financial Advisors LLC.
Where is Grace Evans based?
Grace Evans is based in Carmel, Indiana, United States while working with Valeo Financial Advisors LLC.
What companies has Grace Evans worked for?
Grace Evans has worked for Valeo Financial Advisors Llc, Kpmg Us, Kappa Alpha Theta Fraternity, Onlineapplication, and Teresa Walsh.
Who are Grace Evans's colleagues at Valeo Financial Advisors LLC?
Grace Evans's colleagues at Valeo Financial Advisors LLC include Caleb Everson, Marco Caspetti, Will Kinder, Cfp®, Peggy Zoller, and Pr. David Gurdiano Gurdiano.
How can I contact Grace Evans?
You can use AeroLeads to view verified contact signals for Grace Evans at Valeo Financial Advisors LLC, including work email, phone, and LinkedIn data when available.
What schools did Grace Evans attend?
Grace Evans holds Bachelor Of Business Administration - Bba, Information Systems And Finance from The Ohio State University.
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