Evan Leroy
Wealth Advisor at Retirement Income Solutions, Inc.
- Role
- Vice President & Wealth Advisor at Retirement Income Solutions, Inc
- Location
- Ann Arbor, MI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Evan Leroy
Investment management professional with ten years of experience managing money…
Experience
Vice President & Wealth Advisor
Retirement Income Solutions, Inc
Mar 2018 — Present · Ann Arbor, MI, US
Education
University of Michigan
Bachelor of Arts (BA)
2004 — 2008
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA)
2010 — 2013
Skills
- Finra
- Series 31
- Asset Allocation
- Banking
- Mutual Funds
- Financial Modeling
- Equities
- Uniform Combined State Law
- Portfolio Management
- Loans
- Marketing
- Crm
- Strategic Financial Planning
- Investment Strategies
- Alternative Investments
- Financial Planning
- Investment Advisory
- Series 66
- Investment Management
- Wealth Management
- Finance
- Financial Analysis
- Performance Attribution
- Series 7
- Investments
- Strategy
- Fixed Income
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