Evan is a Financial Adviser and joined the firm in 2010. In his role, he is responsible for supporting Sanderson’s wealth managers, preparing client reports, executing trades, and contributing to our investment committee. Throughout his career, Evan has gained experience in operational efficiencies, including client onboarding and client relationship maintenance. He is also a Notary Public.
Experience and credentials.
- Chartered Retirement Planning Counselor℠
- Bank Teller | HSBC
- BS in Finance with minors in Economics and Philosophy | Niagara University
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