Jonathan Evans Email & Phone Number
Senior Vice President, Family Wealth Director, Alternative Investments Director, Financial Advisor @ Morgan Stanley Wealth Management
Jonathan Evans's Location
New York, NY, US
Jonathan Evans's Work
- Senior Vice President, Family Wealth Director, Alternative Investments Director, Financial Advisor @ Morgan Stanley Wealth Management
- Senior Vice President, Financial Advisor @ Merrill Lynch
- Public Accountant @ PANNELL KERR FORSTER
Jonathan Evans's Education
- Kent School
- Ohio Wesleyan University
- Pace University-Pleasantville/Briarcliff Campus
BBA/CPA (Accounting)
Jonathan Evans's Skills
- Business Planning
- Risk Management
- Mutual Funds
- Leadership
- Microsoft Office
- Customer Service
- Microsoft Excel
- Management
- Marketing
- Social Media
Jonathan Evans's Summary
Jonathan Evans, based in New York, NY, US, is currently a Senior Vice President, Family Wealth Director, Alternative Investments Director, Financial Advisor at Morgan Stanley Wealth Management, bringing experience from previous roles at Merrill Lynch and PANNELL KERR FORSTER. Jonathan Evans holds a Kent School. With a robust skill set that includes Business Planning, Risk Management, Mutual Funds, Leadership, Microsoft Office and more, Jonathan Evans contributes valuable insights to the industry. Jonathan Evans has 3 emails on RocketReach.
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