Leanne Evans's Location
Philadelphia, PA, US
Leanne Evans's Work
- Assistant Vice President @ Raymond James
- Board Member @ Philadelphia Estate Planning Council
- Assistant Vice President @ Deutsche Bank
- Private Client Associate @ Bernstein Private Wealth Management
- Account Officer @ JPMorgan Chase & Co.
- Financial Advisor and Insurance Agent @ New York Life
- Stock Broker Intern @ Scottrade Financial Services
Leanne Evans's Education
- Temple University
CFP Ceritfication (CERTIFIED FINANCIAL PLANNER™)
2011 - 2012 - University of Delaware
Bachelor of Science (Business Administration; Finance)
2000 - 2004
Leanne Evans's Skills
- Finance
- Series 7
- Financial Services
- Investments
- Credit
- Wealth Management
- Series 63
- Portfolio Management
- Investment Strategies
- Mutual Funds
Leanne Evans's Summary
Leanne Evans, based in Philadelphia, PA, US, is currently a Assistant Vice President at Raymond James, bringing 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 Finance, Series 7, Financial Services, Investments, Credit and more, Leanne Evans contributes valuable insights to the industry. Leanne Evans has 3 emails and 1 mobile phone number on RocketReach.
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