2009 -2015 Wealth and Estate Management @ The Trust Company of Sterne Agee, Inc.
Jennifer Evans Education
Indiana University Lilly Family School of Philanthropy 2026-2029
Indiana University Lilly Family School of Philanthropy
Doctor of Philosophy
2026-2029
Columbia University
Master of Science - MS (Non-Profit/Public/Organizational Management)
2024-2026
Sewanee-The University of the South
BA (The Honor Council
The Order Of the Gownsmen)
Jennifer Evans Skills
CRM
Customer Service
Financial Services
Strategic Planning
Wealth Management
Portfolio Management
Wealth
Wealth Management Services
Finance
Banking
Due Diligence
Mutual Funds
Marketing
Management
Mergers & Acquisitions
Mergers and Acquisitions
Jennifer Evans Summary
Jennifer Evans, based in Birmingham, AL, US, is currently a Managing Director, Senior Client Advisor at 1919 Investment Counsel. Jennifer Evans brings experience from previous roles at 1919 Investment Counsel and The Trust Company of Sterne Agee, Inc.. Jennifer Evans holds a 2026 - 2029 Indiana University Lilly Family School of Philanthropy. With a robust skill set that includes CRM, Customer Service, Financial Services, Strategic Planning, Wealth Management and more. Jennifer Evans has 1 emails and 2 mobile phone numbers on RocketReach.
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