Envestnet | MoneyGuide
Evan Hegan is a seasoned finance professional with extensive experience in technical analysis, personal banking, and project management. Currently serving as a Senior Technical Analyst at MoneyGuidePro (PIEtech, Inc.) since June 2016, Hegan specializes in manipulating large datasets to derive qualitative insights and developing analytical tools using Tableau and Python. Previously worked as a Senior Personal Banker at SunTrust, managing client financial activities and collaborating with financial advisors. Hegan has demonstrated project management capabilities as a Territorial Manager at Crane Tech Solutions and provided educational support as a Teacher's Assistant at George Mason University. With a solid foundation in finance, complemented by ownership of a car sales business and experience in customer service, Hegan holds a Bachelor's Degree in Finance from George Mason University and an Associate's Degree in Business Administration from Tidewater Community College.
Envestnet | MoneyGuide
MoneyGuidePro® G4 raises the bar, making the client experience consistent and quality financial plans possible on a large scale. It increases your efficiency and enables you to add value to the planning process based on your experience, knowledge and relationship.