Evan Ho Email & Phone Number
Executive Wealth Management Advisor
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Evan Ho Location
- Ann Arbor, MI, US
Evan Ho Work
- Executive Wealth Management Advisor @ TIAA (October 2023 - Present)
- Vice President Wealth Management Advisor @ TIAA (December 2019 - October 2023)
- Wealth Management Advisor @ (June 2014 - December 2019)
- Financial Officer @ Highrock Quincy Church (March 2012 - September 2014)
- Vice President and Private Banker @ (March 2013 - June 2014)
- VP Premier Relationship Manager @ (September 2009 - March 2013)
- Investment Consultant @ (May 2009 - September 2009)
- AVP Premier Client Manager Investment Specialist II @ (March 2007 - March 2009)
- Assistant Banking Center Manager and Licensed Financial Specialist @ (August 2006 - March 2007)
- J. William Fulbright Scholar - Korea @ (July 2005 - August 2006)
- Assistant Branch Manager, Licenced Financial Specialist @ (June 2003 - June 2005)
- Intern Agent @ (January 2002 - December 2003)
- Intern Agent @ (January 2002 - January 2003)
Evan Ho Education
- Boston University - Center for Professional Education
Certificate in Financial Planning
2013-2016 - UMass Boston
MBA/MSF (Finance)
2008-2013 - University of Massachusetts Boston
MBA/MSF (Delta Sigma Pi Graduate Student Assembly)
2008-2013 - Kalamazoo College
Bachelor of Arts (Study Abroad: Caceres Spain Kalamazoo Men's Golf Team Kalamazoo College and Community Orchestra: Principal Cellist)
1999-2003 - Kalamazoo College
Bachelor of Arts (Major: Economics, Minors: Spanish and Music)
1999-2003 - Forest Hills Central
(National Honors Society, Varsity Track & Field (Captain '99), Varsity Cross-Country, Orchestra, Grand Rapids Youth Symphony (cello))
1995-1999 - Forest Hills Central 1995-1999
Evan Ho Skills
- Financial Advisory
- Banking
- Customer Relations
- Lines Of Credit
- Insurance
- Retirement Planning
- Wealth Management Services
- Portfolio Management
- IRAs
- Cross Selling
- Customer Satisfaction
- Investments
- Bloomberg
- Relationship Management
- Mortgage Lending
- Mentoring
- Finance
- Series 66
- Investment Advisory
- Strategic Planning
- Financial Services
- Sales Management
- Wealth Management
- Mutual Funds
- IRA's
- Uniform Combined State Law
- High Net Worth Individuals
- Microsoft Word
- Investment Strategies
- Bloomberg Terminal
- Asset Management
- Credit
- Consumer Lending
- Financial Analysis
- Management
- Credit Analysis
- Mortgage
- Trading
- Private Banking
- Retirement
- Loans
- Series 7
- Securities
- Investment Management
Evan Ho Summary
- Evan Ho, based in Ann Arbor, MI, US, is currently a Executive Wealth Management Advisor at TIAA. Evan Ho brings experience from previous roles at TIAA, Highrock Quincy Church and Citizens Bank. Evan Ho holds a 2013 - 2016 Certificate in Financial Planning @ Boston University - Center for Professional Education. With a robust skill set that includes Financial Advisory, Banking, Customer Relations, Lines Of Credit, Insurance and more. Evan Ho has 2 emails and 1 mobile phone numbers on RocketReach.
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