Equitable
Evan Petracca is a seasoned professional with significant experience in managerial and training roles, currently serving as the Lead Manager for Field Relationship & Training at Equitable since May 2013. At Equitable, Evan has been instrumental in the national rollout of the ServiceHub portal, enhancing digital adoption and implementing project plans to address portal issues. Prior to this, Evan held various positions at AXA, including Project Manager, where key achievements included managing a successful work-from-home initiative that saved the firm $1 million annually and implementing an automated correspondence system that reduced costs significantly. Previous roles at Ameriprise Financial and the Pre-school Learning Alliance showcase a strong foundation in financial advising and marketing. Evan holds a Bachelor of Science degree in Finance and Marketing Management from Syracuse University.
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