Evan Fitzpatrick Email & Phone Number
401k Advisor @ Sequoia
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Evan Fitzpatrick Location
- Lansdale, PA, US
Evan Fitzpatrick Work
- 401k Advisor @ (August 2021 - Present)
- Relationship Manager @ (January 2020 - August 2021)
- Project Manager @ (January 2018 - January 2020)
- Project Lead @ (May 2015 - January 2018)
- Project Administrator @ (August 2013 - May 2015)
- Fund Financial Associate @ (April 2012 - July 2013)
- Participant Services Phone Rep and Problem Resolution Associate @ (August 2007 - April 2012)
Evan Fitzpatrick Education
- Dartmouth College
B.A. Psychology (Psychology)
1999-2003
Evan Fitzpatrick Skills
- Financial Analysis
- Finance
- Process Improvement
- PowerPoint
- Microsoft Project
- Investments
- Training
- Customer Service
- Microsoft Office
- Social Media
- Strategic Planning
- Financial Services
- Analysis
- Microsoft Word
- Microsoft Excel
- Leadership
- Project Management
- Mutual Funds
Evan Fitzpatrick Summary
- Evan Fitzpatrick, based in Lansdale, PA, US, is currently a 401k Advisor at Sequoia Consulting Group. Evan Fitzpatrick brings experience from previous roles at Vanguard. Evan Fitzpatrick holds a 1999 - 2003 B.A. Psychology in Psychology @ Dartmouth College. With a robust skill set that includes Financial Analysis, Finance, Process Improvement, PowerPoint, Microsoft Project and more. Evan Fitzpatrick has 1 emails and 1 mobile phone numbers on RocketReach.
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