Leanne Evans Email & Phone Number
Assistant Vice President @ Raymond James
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Leanne Evans Location
- Philadelphia, PA, US
Leanne Evans Work
- Assistant Vice President @ (April 2012 - Present)
- Board Member @ (May 2018 - Present)
- Assistant Vice President @ (April 2012 - September 2016)
- Private Client Associate @ Bernstein Global Wealth Mgmt (July 2008 - April 2012)
- Account Officer @ (January 2007 - July 2008)
- Financial Advisor and Insurance Agent @ (May 2004 - January 2007)
- Stock Broker Intern @ Scottrade Financial Services (August 2002 - September 2003)
Leanne Evans Education
- Temple University
CFP Ceritfication (CERTIFIED FINANCIAL PLANNER™)
2011-2012 - Alfred Lerner College of Business & Economics at University of Delaware
Business Administration (Finance and Economics)
2000-2004
Leanne Evans Skills
- Business Relationship Management
- CFP
- Credit
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planning
- Financial Services
- High Net Worth Individuals
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Private Banking
- Retirement Planning
- Series 63
- Series 7
- Strategic Financial Planning
- Trading
- Wealth Management
Leanne Evans Summary
- Leanne Evans, based in Philadelphia, PA, US, is currently a Assistant Vice President at Raymond James. Leanne Evans brings experience from previous roles at Philadelphia Estate Planning Council, Deutsche Bank, Bernstein Global Wealth Mgmt and JPMorgan Chase. Leanne Evans holds a 2011 - 2012 CFP Ceritfication in CERTIFIED FINANCIAL PLANNER™ @ Temple University. With a robust skill set that includes Business Relationship Management, CFP, Credit, Finance, Financial Advisory and more. Leanne Evans has 3 emails and 3 mobile phone numbers on RocketReach.
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