Rita Evans
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Rita Evans Email & Phone Number

Certified Financial Planner, Chartered Retirement Planning Couselor, Chartered Retirement Plans Specialist, LCSW at Merrill Lynch
Location: Woodstock, Georgia, United States 4 work roles 2 schools
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Role
Certified Financial Planner, Chartered Retirement Planning Couselor, Chartered Retirement Plans Specialist, LCSW
Location
Woodstock, Georgia, United States
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Rita Evans is listed as Certified Financial Planner, Chartered Retirement Planning Couselor, Chartered Retirement Plans Specialist, LCSW at Merrill Lynch, a with 45157 employees, based in Woodstock, Georgia, United States. AeroLeads shows a matched LinkedIn profile for Rita Evans.

Rita Evans previously worked as Vice President, Wealth Management Advisor at Merrill Lynch and Director, Arthritis Care Center at Dekalb Medical. Rita Evans holds M.S.W., Administration And Clinical from The University Of Georgia.

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Merrill Lynch

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About Rita Evans

Rita Evans is a Certified Financial Planner, Chartered Retirement Planning Couselor, Chartered Retirement Plans Specialist, LCSW at Merrill Lynch.

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Merrill Lynch
Merrill Lynch
Certified Financial Planner, Chartered Retirement Planning Couselor, Chartered Retirement Plans Specialist, LCSW
new york, new york, united states
Website
Employees
45157
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4 roles · 40 years

Rita Evans work experience

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Vice President, Wealth Management Advisor

Current

Alpharetta, Ga

Develop and maintain high net worth relationships, while providing all aspects of financial advice from investments to insurance, retirement and estate planning, mortgages, commercial and small business lending, endowment and 401k plans while leading a team of client associates and product specialists.Created a national program for persons and non-profits serving special need populations that included an internal referral distribution and training program for financial advisors around the country.Awarded national and regional recognitions for bringing in new relationships and assets to the firm, as well as annuity sales, and mortgage financing. Know for being superb at networking and designing innovative business development seminars and marketing efforts.

Aug 2000 - Present

Director, Arthritis Care Center

Decatur, Georgia

Managed a staff of 22 medical professionals and support staff.Created the first Partner in Prevention Osteoporosis Clinic that provided DKMC market leadership in the metro community for the prevention and treatment of osteoporosis which resulted in a comprehensive disease management program throughout the hospital.Implemented an aquatic program that brought a specialized water aerobic exercise program for the treatment of arthritic patients, increased memberships in the Wellness program by 55% and improved patient and provider relations.Developed a joint venture infusion program with DeKalb Regional Health System that was expected to generate 25% increase in net revenues the first two years.

1998 - 2000 ~2 yrs

Director, Patient Education, Prevention, Health Promotion, And Research

Atlanta, Ga

Managed and supervised all aspects of inter and intra-regional patient education programs, clinical staff reports, materials development, provider relations and customer service.Spearheaded regional roll-out of chronic illness self-management program that increased patient well-being by 90%, enhanced corporate revenue by 50%, and decreased provider utilization by 20%.Implemented disease state management programs in diabetes and asthma, and managed the self-care instruction for 300,000 patients.Negotiated with 16 community organizations for medical and social services benefits for potential uninsured patients that were critically ill. Results included decreased financial and legal liability for Kaiser.Developed a national program for the identification of domestic violence in primary care which included provider and patient education and training.Coordinated the geriatrics clinic to improve utilization of services and to integrate palliative care.Served as east coast national trainer for a 10 year national study for chronic illness management and support with Stanford University.Served on national advisory board for Glaxo-Wellcome.

1991 - 1998 ~7 yrs

Director, Women'S Health

Georgia Baptist Medical Center

Atlanta, Ga

Served as operations manager and staff supervisor for 10,000 plus women in outpatient center and was marketing director for all women's services for hospital system. Converted a government grant non-revenue producing operation to a profit center with no additional staff while coordinating a center relocation and maintaining outstanding customer satisfaction and physician provider ratings.Championed, formed, and implemented the legislative campaign for women's health prevention, which resulted in the formation of the Greater Atlanta Chapter of the Komen Foundation, the largest chapter in the United States. As a result, she was appointed trustee and elected the first President.Managed, funded, and designed the premier marketing event for the health care system for an off-site health promotion event for 50,000 Georgia Baptists.

1987 - 1991 ~4 yrs
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2 education records

Rita Evans education

Education record

Hapeville High School
FAQ

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What company does Rita Evans work for?

Rita Evans works for Merrill Lynch.

What is Rita Evans's role at Merrill Lynch?

Rita Evans is listed as Certified Financial Planner, Chartered Retirement Planning Couselor, Chartered Retirement Plans Specialist, LCSW at Merrill Lynch.

Where is Rita Evans based?

Rita Evans is based in Woodstock, Georgia, United States while working with Merrill Lynch.

What companies has Rita Evans worked for?

Rita Evans has worked for Merrill Lynch, Dekalb Medical, Kaiser Permanente, and Georgia Baptist Medical Center.

Who are Rita Evans's colleagues at Merrill Lynch?

Rita Evans's colleagues at Merrill Lynch include Joseph U Abiazie, Mark Mueting, Robert Wilson, Peter Lamade, and Tommy Gunn.

How can I contact Rita Evans?

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What schools did Rita Evans attend?

Rita Evans holds M.S.W., Administration And Clinical from The University Of Georgia.

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