Evan Leroy Email & Phone Number
Vice President and Wealth Advisor @ Retirement Income Solutions, Inc.
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Evan Leroy Location
- Ann Arbor, MI, US
Evan Leroy Work
- Vice President and Wealth Advisor @ (March 2018 - Present)
- Assistant Vice President and 401(k) Relationship Manager @ (June 2015 - February 2018)
- Portfolio Manager @ (August 2014 - June 2015)
- Portfolio Manager Analyst @ (February 2012 - August 2014)
- Certified Preferred Banker @ (September 2009 - December 2011)
- Financial Advisor @ (October 2008 - September 2009)
- Associate Financial Advisor @ (January 2006 - September 2008)
- Entrepreneur and Business Owner @ GEDA Pear LLC (June 2005 - June 2008)
Evan Leroy Education
- University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA)
2010-2013 - University of Michigan
Bachelor of Arts (BA)
2004-2008
Evan Leroy Skills
- Series 7
- Series 66
- Series 31
- Investment Management
- Performance Attribution
- Financial Planning
- Financial Analysis
- Financial Modeling
- Investments
- Investment Strategies
- Alternative Investments
- Asset Allocation
- Fixed Income
- Equities
- Strategic Financial Planning
- Uniform Combined State Law
- CRM
- Marketing
- Finance
- Banking
- Portfolio Management
- Mutual Funds
- Strategy
- Loans
- FINRA
- Investment Advisory
- Wealth Management
- Leadership
- Arbor
- Customer Service
- Uniform Combined State
- Management
- Strategic Financial
Evan Leroy Summary
- Evan Leroy, based in Ann Arbor, MI, US, is currently a Vice President and Wealth Advisor at Retirement Income Solutions, Inc.. Evan Leroy brings experience from previous roles at Bank of Ann Arbor, Old National Bank and Fifth Third Bank. Evan Leroy holds a 2010 - 2013 Master of Business Administration (MBA) @ University of Michigan - Stephen M. Ross School of Business. With a robust skill set that includes Series 7, Series 66, Series 31, Investment Management, Performance Attribution and more. Evan Leroy has 2 emails on RocketReach.
Looking for a different Evan Leroy?
Find contact details for 700 million professionals.
Others Named Evan Leroy
Evan Leroy
Vice President and Wealth Advisor
Ann Arbor, MI, US
Evan Leroy
Co-Owner
Austin, TX, US
Evan Leroy
Accountmanager IT Infrastructure
Affligem, BE
Top Retirement Income Solutions, Inc. Employees
Evan Leroy
Vice President and Wealth Advisor
Ann Arbor, MI, US
Todd Kephart
Managing Partner
Ann Arbor, MI, US
Amy Viola
Financial Services Associate
Detroit, MI, US
Alexander Lalonde
Trading and Investment Supervisor
Ann Arbor, MI, US
Russ Holznagle
Chief Operating and Financial Officer
Ann Arbor, MI, US
Griff McDonald
Managing Director
Ann Arbor, MI, US
Paul Belser
Director of Technology Operations
Ann Arbor, MI, US
Sachin Nagarajan
Product Due Diligence Lead
Ann Arbor, MI, US
Megan Flynn
Vice President and Wealth Advisor
Ann Arbor, MI, US
Lyn Breen
Wealth Advisor
Ann Arbor, MI, US
Aaron Tanner
Vice President - Client Services
Ann Arbor, MI, US
Joe Kettinger
Wealth Advisor
Ann Arbor, MI, US
John Bailey
Wealth Advisor
Ann Arbor, MI, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co