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@wilmingtontrust.com
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Jack Evans is listed as Senior Vice President | Head of Investment Planning Operations at Wilmington Trust, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at wilmingtontrust.com and a matched LinkedIn profile for Jack Evans.
Jack Evans previously worked as Vice President | Senior Investment Planning Advisor at Wilmington Trust and Assistant Vice President | Investment Advisor at Wilmington Trust. Jack Evans holds Master Of Business Administration (Mba), Finance from Alfred Lerner College Of Business & Economics At University Of Delaware.
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Experienced and results-driven professional with a proven track record in investment management and financial services. Throughout my career, I have successfully overseen investment planning, managed high net worth client relationships, and underwritten commercial real estate and small business loans. My expertise includes implementing strategic rebalancing of client accounts, conducting in-depth financial analyses, and presenting comprehensive investment reviews to high net worth clients.
Listed skills include Portfolio Management, Wealth Management, Investments, Asset Allocation, and 23 others.
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Wilmington, DE, US
Lead Wilmington Trust's investment planning through the effective utilization of the MSCI WealthBench platform. WealthBench, a comprehensive tool, facilitates the integration of planning, risk management, and portfolio analysis.Develop and present Comprehensive Wealth Plans to current and prospective Ultra High Net Worth (UHNW) clients, showcasing a deep.
Wilmington, DE, US
Managed the investment portfolios of High Net Worth individuals, overseeing trust and investment agency accounts with a focus on optimizing returns and mitigating risks.Conducted in-person investment review meetings, effectively communicating financial goals, asset allocation strategies, and investment performance to clients.Designed customized asset.
Wilmington, DE, US
Provided robust support to a team of Investment Advisors, managing high net worth client relationships with a focus on delivering exceptional service and financial outcomes.Executed trades and implemented strategic rebalancing of client accounts, ensuring alignment with investment strategies and objectives.Prepared comprehensive investment review materials.
Wilmington, DE, US
Conducted trading activities for high net worth clients, specializing in municipal bond portfolios to optimize returns and manage risk effectively.Performed detailed duration and credit analysis on individual portfolios, ensuring a thorough understanding of risk factors and potential returns.Executed directed trades for Investment Advisors, catering to the.
Wilmington, DE, US
Underwrote commercial real estate and small business loans for multiple relationship managers, applying a detailed risk assessment to ensure sound lending practices.Managed and maintained existing loan portfolios for relationship managers, closely monitoring adherence to loan covenants and proactively addressing any issues.Conducted comprehensive analyses.
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Jack Evans works for Wilmington Trust.
Jack Evans is listed as Senior Vice President | Head of Investment Planning Operations at Wilmington Trust.
AeroLeads has found 2 work email signals at @wilmingtontrust.com for Jack Evans at Wilmington Trust.
Jack Evans is based in Greater Philadelphia, United States, United States while working with Wilmington Trust.
Jack Evans has worked for Wilmington Trust and Wsfs Bank.
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Jack Evans holds Master Of Business Administration (Mba), Finance from Alfred Lerner College Of Business & Economics At University Of Delaware.
Jack Evans is listed with skills including Portfolio Management, Wealth Management, Investments, Asset Allocation, Investment Strategies, Fixed Income, Mutual Funds, and Bonds.
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