Evan Leroy Email & Phone Number
Vice President and Wealth Advisor @ Retirement Income Solutions, Inc.
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Evan Leroy Location
- Ann Arbor, MI, US
Evan Leroy Work
- 2018 -now Vice President and Wealth Advisor @
- 2015 -2018 Assistant Vice President and 401(k) Relationship Manager @
- 2014 -2015 Portfolio Manager @
- 2012 -2014 Portfolio Manager Analyst @
- 2009 -2011 Certified Preferred Banker @
- 2008 -2009 Financial Advisor @
- 2006 -2008 Associate Financial Advisor @
- 2005 -2008 Entrepreneur and Business Owner @ GEDA Pear LLC
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, Old National Bank acquired United Bank & Trust in August 2014 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.
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Others Named Evan Leroy
Evan Leroy
Co-Owner
Austin, TX, US
Top Retirement Income Solutions, Inc. Employees
Todd Kephart
Managing Partner
Ann Arbor, MI, US
Karen Chapell
Managing Partner
Ann Arbor, MI, US
Shannon Oziemski
Financial Services Associate
Ann Arbor, MI, US
Alexandra Ylo Wadas
Investment Analyst
Ann Arbor, MI, US
Hank Peyser
Wealth Advisor
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
Kimberly Keith
Financial Services Associate
South Lyon, MI, US
Joe Kettinger
Wealth Advisor
Ann Arbor, MI, US
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