Evan Leroy
Vice President & Wealth Advisor @Retirement Income Solutions, Inc
Ann Arbor, MI, US
EMAILS
MOBILE NUMBERS
+91 *********19
Signup · Get unlimited contacts
WORK HISTORY
Mar 2018 — Present
Vice President & Wealth Advisor @Retirement Income Solutions, Inc
View department →
Ann Arbor, MI, US
EDUCATION
2004 — 2008
University of Michigan
Bachelor of Arts (BA)
2010 — 2013
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA)
SKILLS
FinraSeries 31Asset AllocationBankingMutual FundsFinancial ModelingEquitiesUniform Combined State LawPortfolio ManagementLoansMarketingCrmStrategic Financial PlanningInvestment StrategiesAlternative InvestmentsFinancial PlanningInvestment AdvisorySeries 66Investment ManagementWealth ManagementFinanceFinancial AnalysisPerformance AttributionSeries 7InvestmentsStrategyFixed Income
ABOUT EVAN LEROY
Investment management professional with ten years of experience managing money…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.