Jennifer Evans Email & Phone Number

Chicago, IL, US

Greater Chicago Area

• Business developer for fee based discretionary asset management accounts for individuals with two million liquid net worth or less.
• Responsible for developing new relationships totaling $20 million in assets.
• Formulated and executed investment plans.
• Provided individual financial consulting on an ongoing basis.
• Communicated all aspects of investment plans to clients.
• Developed referral relationships within and outside the bank.

Greater Chicago Area

• Lead Custody Administrator for Family Offices & Insurance Companies.
• Co-Administrated PrivateBank’s largest investment advisor with assets totaling $260 million.
• Escrow Administrator for all escrow relationships.
• Established policies and procedures for all escrow accounts.
• Mentor for junior associates

Greater Chicago Area

• Manager of the Trust and Portfolio Services group with $415 million assets under management.Manager of the LaSalle Financial Services Mutual Fund Wrap Product $400 million assets under management.Manager of the LaSalle.
• Managed staff consisting of professional Trust Officers, Investment Officers, Traders and Assistants.
• Managed $271 million of individually invested portfolios for high net worth and mass affluent clients.
• Computed break even trading rules, discounts and profitability standards.
• Calculated performance returns.
• Speaker for various financial seminars.

Greater Chicago Area

• Managed $150 million of individually invested portfolios for high net worth individuals including trusts, IRAs, estates and guardianships.
• Formulated client objectives, strategies and profiles.
• Communicated performance results and economic conditions relative to client’s degree of knowledge.
• Conducted new account review meetings in order to comply with audit requirements.
• Member of the Mutual Fund Committee.
• Member of the Trust Investment Sub-Committee.

Greater Chicago Area

• Administrator for 739 accounts, monitored all trust activities, coordinated new account setups and interacted with internal and external customers.
• Responded to inquiries and resolved issues related to transactions.
• Authorized trust tickets and approved support staff work.
• Processed all gift-related trades.
• Trained summer help and temporaries on daily activities.

Greater Chicago Area

• Managed 225 account relationships for corporations, insurance companies, pension and profit sharing plans, foundations and high net worth individuals ranging in asset size up to $55 million.
• Co-Administrated LaSalle’s second largest investment advisor with assets totaling $775 million.
• Interacted with individual and corporate clients on a regular basis to solve problems and maintain account relationships.
• Established and maintained all documentation for new accounts.
• Processed all Account Closings and Distributions for the division.

Greater Chicago Area

• Managed a staff of 13 within the Security Movement Department.
• Reconciled and balanced all Security Movement internal accounts.
• Monitored daily exception reports.
• Prepared and distributed quarterly analysis and volume statistic reports.
• Coordinated and completed special projects and assignments as required.

Greater Chicago Area

• Implemented and updated a more efficient system for all mutual fund accounts.
• Established new mutual fund accounts for customers.
• Placed and tracked all purchase and redemption trades with the mutual fund companies.
• Tracked incoming wires.
• Reconciled LaSalle National Trust customers’ balances verse their mutual fund statements.

Master Of Business Administration (M.B.A.), Finance, General

Bachelor Of Science (B.S.), Finance, General