Vice President And Wealth And Trust Service Leader
Essa Bank A Division Of Cnb Bank
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William E. Evans, Ctfa Email & Phone Number
Vice President and Wealth and Trust Service Leader
at
ESSA Bank a Division of CNB Bank
1 work email found
@essabank.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President and Wealth and Trust Service Leader
Location
Stroudsburg, Pennsylvania, United States
Who is William E. Evans, Ctfa? Overview
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Quick answer
William E. Evans, Ctfa is listed as Vice President and Wealth and Trust Service Leader at ESSA Bank a Division of CNB Bank, based in Stroudsburg, Pennsylvania, United States. AeroLeads shows a work email signal at essabank.com and a matched LinkedIn profile for William E. Evans, Ctfa.
William E. Evans, Ctfa previously worked as Trust and Estate Manager, Senior Trust Officer at Essa Bank & Trust and Trust Officer at Essa Bank & Trust. William E. Evans, Ctfa holds Graduate Degree from National Graduate Trust School, Held At Northwestern University.
Company email context
Email format at ESSA Bank a Division of CNB Bank
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*@essabank.com
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AeroLeads found 1 current-domain work email signal for William E. Evans, Ctfa. Compare company email patterns before reaching out.
Profile bio
About William E. Evans, Ctfa
Financial planning and investment planning expertise.30 plus years experience administering trusts and estates.Specialties: Certified Trust & Financial Advisor for 23 years
Listed skills include Asset Management, Trust Services, Retirement Planning, Financial Planning, and 32 others.
Current workplace
William E. Evans, Ctfa's current company
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13 roles · 26 years
William E. Evans, Ctfa work experience
A career timeline built from the work history available for this profile.
Trust And Estate Manager, Senior Trust Officer
CurrentManager of the Asset Management & Trust department, Relationship Manager for clients and responsible for all new business opportunities in the Pocono, Lehigh Valley, Wilkes-Barre and Scranton markets.
Oct 2014 - Present
Trust Officer
CurrentAdminister trusts, estates, investment and IRA accounts in our Lehigh Valley and Pocono offices also responsible for new business development.
Aug 2010 - Present
Vice President And Wealth Sales Representative
National Penn Investors Trust Company
Responsibilities: New business development in the Bethlehem, Allentown, Hazleton and Wilkes-Barre surrounding areas.
Feb 2008 - Mar 2010
Vice President And Trust Officer
Managed over 50 relationships exceeding $100 million in assets providing the investment and planning solutions for the high net worth families. Spend 50% of the time developing new business for the Lehigh Valley area.
2004 - Dec 2007
Vice President And Trust Officer
Fleet Bank
Managed book of business over 200 trust, guardianship and agency accounts. Served as PA Regional Diversity Officer and trained as Regional Wealth Strategist.
2000 - 2004
~4 yrs
Vice President And Trust Officer
PA Estate Settlement Officer. Performed primarily estate settlement with some additional trust administration work.
Aug 1998 - Jan 2000
Jan 1996 - Aug 1998
Assistant Vice President
Manager of Regional Trust Office in Blairstown, New Jersey.Primary duties were to develop new business and to administer the accounts for the new regional office.
Jan 1992 - Jan 1996
Jan 1990 - Jan 1992
Assistant Trust Officer
Hired as trainee for a trust officer. Prepared accountings and performed various administrative duties for trust officers.
Jan 1989 - Jan 1990
Assistant Cashier And Loan Officer
First National Bank Of Blairstown
Handled personal unsecured loans, auto loans and construction mortgages.
Jan 1987 - Jan 1989
Management Trainee
First National Bank Of Blairstown
Reponsibilities: Trained in all bank departments. Worked with new accounts, wire transfers, fed fund transactions and bank securities accruals.
Jan 1985 - Jan 1987
2 education records
William E. Evans, Ctfa education
Graduate Degree
National Graduate Trust School, Held At Northwestern University
Bachelor Of Business Administration (B.B.A.), Finance, General
FAQ
Frequently asked questions about William E. Evans, Ctfa
Quick answers generated from the profile data available on this page.
What company does William E. Evans, Ctfa work for?
William E. Evans, Ctfa works for ESSA Bank a Division of CNB Bank.
What is William E. Evans, Ctfa's role at ESSA Bank a Division of CNB Bank?
William E. Evans, Ctfa is listed as Vice President and Wealth and Trust Service Leader at ESSA Bank a Division of CNB Bank.
What is William E. Evans, Ctfa's email address?
AeroLeads has found 1 work email signal at @essabank.com for William E. Evans, Ctfa at ESSA Bank a Division of CNB Bank.
Where is William E. Evans, Ctfa based?
William E. Evans, Ctfa is based in Stroudsburg, Pennsylvania, United States while working with ESSA Bank a Division of CNB Bank.
What companies has William E. Evans, Ctfa worked for?
William E. Evans, Ctfa has worked for Essa Bank A Division Of Cnb Bank, Essa Bank & Trust, National Penn Investors Trust Company, Bank Of America, and Fleet Bank.
How can I contact William E. Evans, Ctfa?
You can use AeroLeads to view verified contact signals for William E. Evans, Ctfa at ESSA Bank a Division of CNB Bank, including work email, phone, and LinkedIn data when available.
What schools did William E. Evans, Ctfa attend?
William E. Evans, Ctfa holds Graduate Degree from National Graduate Trust School, Held At Northwestern University.
What skills is William E. Evans, Ctfa known for?
William E. Evans, Ctfa is listed with skills including Asset Management, Trust Services, Retirement Planning, Financial Planning, Strategic Financial Planning, Estate Planning, Trusts, and Finance.
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