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
- Alternative Investments
- Analytical Skills
- Asset Allocation
- Asset Management
- Banking
- Bonds
- Cash Management
- Client Relations
- Communication
- Credit
- Equities
- External Clients
- Finance
- Financial Planning
- Financial Services
- Fixed Income
- High Net Worth Individuals
- Holistic Financial Planning
- Internal Communications
- Investment Advisory
- Investment Management
- Investment Policy
- Investment Strategies
- Investments
- Lingo
- Microsoft Office
- Mutual Funds
- Oral Communication
- Portfolio Management
- Presentation Skills
- Presentations
- Private Client Services
- Relationship Management
- Risk Management
- RiskMetrics WealthBench
- Securities
- Trading
- Trading Strategies
- Wealth Management
- Microsoft Word
- Sales
- Business Development
- Strategy
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 Alternative Investments, Analytical Skills, Asset Allocation, Asset Management, Banking and more. Jack Evans has 1 emails and 3 mobile phone numbers on RocketReach.
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