Talk to sales Try for Free
Jeffrey Evans

Jeffrey Evans

Followers of Jeffrey Evans275 followers
location of Jeffrey EvansMays Chapel, Maryland, United States

Connect with Jeffrey Evans to Send Message

Connect

Connect with Jeffrey Evans to Send Message

Connect

  • Timeline

  • About me

    Vice-President - Bank of America / Merrill Lynch

  • Education

    • University of Delaware

      -
      Bachelor of Arts - BA International Relations Development - Political Economy Concentration w/ Latin America Specialty

      Activities and Societies: Sigma Phi Epsilon

  • Experience

    • Bank of America Merrill Lynch

      Oct 2017 - now

      • Registered Team Manager -ADV

        Jul 2022 - now

      • Associate Development & Initiatives Manager

        Nov 2021 - Jun 2022

      • Senior Investment Specialist Team Manager

        Dec 2020 - Oct 2021

      • Investment Center Team Manager

        Mar 2019 - Nov 2020

      • Advanced Client Solutions - Core Sales Team Manager

        Apr 2018 - Apr 2019

      • CD / IRA Team Manager

        Oct 2017 - Mar 2018

  • Licenses & Certifications

    • Series 66

      FINRA

    • Series 9/10

      FINRA

    • Series 7

      FINRA