Rich Evans is a recognized leader in the financial services industry with extensive experience at major firms including Vanguard and Charles Schwab. They have demonstrated exceptional client interaction and service skills, successfully managing asset retention and gathering exceeding $150 million. Rich holds several FINRA registrations and has a strong background in consultative sales, team leadership, and compliance reporting. They earned an Associate's degree in Business and Economics from Niagara County Community College and currently serves as a Sr. Central Supervision Principal at KeyBank.
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