Dan Evans

Directeur/Membre du Conseil chez Midwest Professional Planners Ltd.

Profil

Mr. Daniel J.
Evans is a Vice President at Midwest Professional Planners Ltd.
He is on the Board of Directors at Midwest Professional Planners Ltd.
He joined the MPPL team in 2003.
He is also a Shareholder and serves on MPPL’s Board of Directors and on MPPL’s Investment Committee.
As Vice President of Client Services, he is currently responsible for meeting with clients and managing client relationships, implementing advice and supervising all staff involved in client service delivery.
He possesses excellent problem solving and communication skills and works directly with MPPL Service and Support Advisors to leverage our virtual office technologies and provide a consistently seamless client experience.
As an Investment Advisor Representative, he buys and sells securities as a Securities Trader.
Additionally, he provides valuable support to the MPPL Investment Department in the research and analysis of client portfolios and investment options, statistical information on investment managers, advisory service products and services, and investment selection and suitability guidelines.
He received his Bachelor of Science degree in Economics from the University of Wisconsin – Madison in 2003, his Master of Business Administration degree from the University of Wisconsin – Eau Claire in 2008, and his Certified Financial Planner certification from Northwestern University in 2013.
He is Certified Financial Planner Board of Standards Inc. owns the certification marks Certified Financial Planner in the US.

Postes actifs de Dan Evans

Sociétés	Poste	Début
Midwest Professional Planners Ltd.	Directeur/Membre du Conseil	01/01/2003

Formation de Dan Evans

University of Wisconsin	Undergraduate Degree
University of Wisconsin-Eau Claire	Masters Business Admin