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Gerald Evans Location
Cardiff, GB
Gerald Evans Work
Account Executive @ (April 2022 - Present)
Financial Advisor @ LowerMyCharges.co.uk (January 2019 - December 2021)
FIle review manager @ (January 2014 - January 2019)
Financial Planning Consultant @ (April 2009 - December 2018)
Training and Development Manager @ Inter Alliance IFA (June 2003 - April 2009)
Area Director @ Barlays Finacial Services (June 1988 - June 2003)
Account Manager @ (September 1979 - April 1988)
Gerald Evans Education
Aberdare boys grammar school 1972-1979
Gerald Evans Skills
Wealth Management
Income Protection
Pensions
Financial Planning
Financial Advisory
Retirement Planning
Financial Services
Investments
Portfolio Management
Relationship Management
Retirement
Risk Management
Wealth
Finance
Banking
Investment Advisory
Insurance
Financial Risk
Investment Strategies
Business Planning
Financial Analysis
Mortgage Lending
Wealth Management Services
High Net Worth Individuals
Life Insurance
Strategic Planning
Management
Gerald Evans Summary
Gerald Evans, based in Cardiff, GB, is currently a Account Executive at Aviva. Gerald Evans brings experience from previous roles at LowerMyCharges.co.uk, RBS, Nat West and Inter Alliance IFA. Gerald Evans holds a 1972 - 1979 Aberdare boys grammar school. With a robust skill set that includes Wealth Management, Income Protection, Pensions, Financial Planning, Financial Advisory and more. Gerald Evans has 2 emails on RocketReach.
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