Avantax
David Evans is a seasoned professional with extensive experience in relationship management and project management, currently serving as a Relationship Manager at Avantax since March 2024. Previously, David held the same role at Ascensus from September 2019 to March 2024, and prior to that, worked at Vanguard for over two decades in various management positions, including Project Manager, Operations Manager, and Operations Supervisor. David is recognized for consistently delivering strong business results, effectively managing client relationships, and demonstrating technical expertise in financial services. With a Bachelor of Science in Economics from West Chester University of Pennsylvania, David possesses a solid understanding of the business environment and excels in strategic thinking and decision-making.
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