Managing Director, Financial Advisor @ (January 2015 - February 2021)
Executive Director- Investments @ (March 2009 - January 2015)
Evan Farrell Skills
Microsoft Office
Financial Modeling
Business Development
Accounting
Customer Service
Portfolio Management
Sustainable Investment
Program Development
Grants
Wealth Management
Public Policy
Organizational Development
Evan Farrell Summary
Evan Farrell, based in Boca Raton, FL, US, is currently a Managing Director, Financial Advisor, Truist Investment Services, Inc. at Truist Wealth. Evan Farrell brings experience from previous roles at SunTrust Investment Services, Inc. and Oppenheimer & Co. Inc.. With a robust skill set that includes Microsoft Office, Financial Modeling, Business Development, Accounting, Customer Service and more. Evan Farrell has 3 emails and 2 mobile phone numbers on RocketReach.
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