Evan Richard, MBA
UW-Whitewater College of Business and Economics
Tell me more about Evan Richard, MBA?
Evan Richard, MBA is an experienced finance professional with 8.3 years of work experience. He graduated from UW-Milwaukee with a finance degree and spent four years playing division 1 basketball. Evan has a strong background in payroll services and has worked as an implementation specialist. He has also gained valuable experience in business planning areas, including HR, compliance, and DOL perspectives. Evan is currently pursuing a Master's degree in finance and is currently pursuing a Certified Financial Planner certification. He is based in Dubuque, Iowa.
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About
I had a unique college experience prior to entering the workforce. I graduated from UW-Milwaukee with a finance degree in 2015, spending five years playing division 1 basketball. It was a great experience being a student athlete, balancing both my studies and sport responsibilities. My time management and organization skills that I needed in college have stayed with me, making new job transitions an easier process. I spent four years working in payroll services (2015-2019) as an implementation specialist. I worked with clients to meet their payroll needs, interacting with clients and training them on a new payroll system. In addition, developed solutions when problems were identified from HR, compliance, DOL perspectives and ensure client's stay on track with payroll. I gained tremendous experience in business planning areas relevant to a wide range of business owners. My communication skills improved as I was put in situations where effective project management was critical. In 2016, I started my journey toward obtaining a masters degree in finance while working 40 plus hours a week. I finished my masters degree in 2018 with 3.9 GPA honors. The past year, I transitioned to a financial planning role within the CPA firm I work for. I assisted in retirement planning services for clients and prospective clients referred by partners and managers. I worked with clients on individual retirement plans, guiding clients to proper investing plans aligned to their individual goals. I reviewed client needs for estate, succession and sale of closely held businesses. I initiated proactive calls in order to maintain and generate business development, and assist with clients with questions. I am in the process of obtaining my Certified Financial Planner certification. I anticipate sitting for the exam in November, 2020.
...See MoreWork Experience
retirement compliance testing & reporting specialist at hk financial services
retirement compliance testing & reporting specialist
Financial Services
Evan Richard, MBA's Professional Milestones
- retirement compliance testing & reporting specialist (2020-07-01~): Implementing robust retirement accuracy checks and reporting strategies to mitigate risks and ensure regulatory compliance.
- Financial Planning Specialist (2015-06-01~2020-07-01): Implementing cutting-edge financial strategies to optimize financial performance and drive profitability.
Education
Finance And Financial Management Services
2016-2018Certification
Colleagues
Alicia Michels, FPQP
Director Of Operations Sales Support
Jim Siemonsma
Vice President - National Accounts
Jason Ernst
Vice President Financial Advisor
Darrah Lay
director financial planning consultants
Kevin Dement
Assistant Vice President | Director | Retirement Plan Services
Other Named Evan Richard, MBA
Frequently asked questions
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Evan Richard, MBA's social media include: Linkedin,
Evan Richard, MBA works for Avantax Planning Partners
Evan Richard, MBA's role in Avantax Planning Partners is retirement compliance testing & reporting specialist at hk financial services
Evan Richard, MBA works in the industry of Financial Services
Evan Richard, MBA's colleagues are Alicia Michels, FPQP,Jim Siemonsma,Jason Ernst
Evan Richard, MBA's latest job experience is retirement compliance testing & reporting specialist at hk financial services at Avantax Planning Partners
Evan Richard, MBA's latest education in UW-Whitewater College of Business and Economics