Evan Willingham

Senior Account Executive, Financial Institutions

Evan Willingham is an accomplished professional with extensive experience in business development and account management across various sectors, including financial services and education technology. Currently serving as a Senior Account Executive for Financial Institutions at Trust & Will, Evan focuses on enhancing estate planning accessibility for Americans. Previous roles include Senior Account Executive at Carefull, where emphasis was placed on protecting older adults' financial wellbeing, and business development positions at Alloy, targeting KYC/AML solutions for banks and fintechs. Evan's earlier tenure at EverFi involved leading business development and partnership efforts with major financial institutions to promote financial education. Evan's career began at Cvent, where performance consistently exceeded sales expectations. Evan holds a BA in Economics and Psychology from The University of North Carolina at Chapel Hill.

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