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Laura Evans Location
Salt Lake City, UT, US
Laura Evans Work
Client Services Manager @ (April 2018 - Present)
Client Services Manager @ (March 2018 - Present)
Senior Registered Client Service Associate @ (September 2014 - February 2018)
Resident Director's Assistant @ (August 2006 - August 2014)
Registered Client Service Associate @ (January 2000 - August 2006)
Laura Evans Education
College of Eastern Utah
Associate's degree
1997-1999
Laura Evans Skills
Wealth Management
Retirement Planning
Equities
Series 7
Asset Allocation
Mutual Funds
Series 63
Uniform Combined State Law
Financial Planning
Investment Advisory
Asset Management
Series 66
Securities
Portfolio Management
Laura Evans Summary
Laura Evans, based in Salt Lake City, UT, US, is currently a Client Services Manager at Fortress Asset Management. Laura Evans brings experience from previous roles at Dynamic Wealth Advisors, Yellowstone Partners, Merrill Lynch and Morgan Stanley. Laura Evans holds a 1997 - 1999 Associate's degree @ College of Eastern Utah. With a robust skill set that includes Wealth Management, Retirement Planning, Equities, Series 7, Asset Allocation and more. Laura Evans has 3 emails and 2 mobile phone numbers on RocketReach.
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