Evan Held Email & Phone Number
Vice President
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Evan Held Location
- New York, NY, US
Evan Held Work
- Vice President @ SMBC Group (July 2026 - Present)
- Associate @ SMBC Group (January 2024 - June 2026)
- Consultant @ (March 2021 - January 2024)
- Operations Analyst @ (June 2019 - March 2021)
- Financial Analyst Intern @ (June 2018 - August 2018)
Evan Held Education
- Lehigh University
Bachelor of Science - BS (Finance, Expanded)
2015-2019
Evan Held Skills
- Anti Money Laundering
- Business Transformation
- Data Analysis
- Global Markets
- KYC/AML
- Microsoft Access
- Microsoft Excel
- PowerPoint
- Project Management
- Research
- SQL
- Sales and Trading
- Salesforce
- Spanish
- Tableau
- Visual Basic for Applications (VBA)
- Wealth Management Services
- Leadership
- Microsoft Office
- Management
- Microsoft Word
- Public Speaking
- Customer Service
Evan Held Summary
- Evan Held, based in New York, NY, US, is currently a Vice President at SMBC Group. Evan Held brings experience from previous roles at SMBC Group, Capco, BNY Mellon and Ward Transport & Logistics Corp.. Evan Held holds a 2015 - 2019 Bachelor of Science - BS in Finance, Expanded @ Lehigh University. With a robust skill set that includes Anti Money Laundering, Business Transformation, Data Analysis, Global Markets, KYC/AML and more. Evan Held has 2 emails and 1 mobile phone numbers on RocketReach.
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