Jack Evans Email & Phone Number
Head of Wealth Planning Operations @ Wilmington Trust
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Jack Evans Location
- Philadelphia, PA, US
Jack Evans Work
- Head of Wealth Planning Operations @ (August 2025 - Present)
- Senior Vice President | Head of Investment Planning Operations @ (September 2022 - August 2025)
- Vice President | Senior Investment Planning Advisor @ (August 2017 - September 2022)
- Assistant Vice President | Investment Advisor @ (January 2014 - August 2017)
- Senior Investment Associate @ (November 2010 - January 2014)
- Municipal Bond Trader @ (May 2007 - November 2010)
- Commercial Real Estate and Small Business Loan Underwriter @ (January 2006 - January 2007)
Jack Evans Education
- Alfred Lerner College of Business & Economics at University of Delaware
Master of Business Administration (MBA) (Finance)
- Alfred Lerner College of Business & Economics at University of Delaware
BS (Finance)
- William Penn High School
Jack Evans Skills
- Equities
- Microsoft Word
- Credit
- Mutual Funds
- Investment Advisory
- Alternative Investments
- Wealth Management
- Microsoft Office
- Cash Management
- Riskmetrics Wealthbench
- Securities
- Lingo
- Bonds
- Private Client Services
- Investment Management
- Financial Services
- Portfolio Management
- Trading
- Financial Planning
- Banking
- Risk Management
- High Net Worth Individuals
- Sales
- Finance
- Investments
- Fixed Income
- Business Development
- Asset Management
- Strategy
- Asset Allocation
- Investment Strategies
Jack Evans Summary
- Jack Evans, based in Philadelphia, PA, US, is currently a Head of Wealth Planning Operations at Wilmington Trust. Jack Evans brings experience from previous roles at Wilmington Trust. Jack Evans holds a Master of Business Administration (MBA) in Finance @ Alfred Lerner College of Business & Economics at University of Delaware. With a robust skill set that includes Equities, Microsoft Word, Credit, Mutual Funds, Investment Advisory and more. Jack Evans has 1 emails and 3 mobile phone numbers on RocketReach.
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