Hector Evangelista
The Wharton School
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Hector Evangelista is a highly experienced financial professional with 29.4 years of work experience. He specializes in loans, banking, credit, portfolio management, and mortgage lending. Based in Fort Lauderdale, Florida, Hector is dedicated to creating value to his clients' lives by understanding their financial needs. He has a strong background in the financial services industry, having lived in various countries and serving clients from around the world. Hector holds a Bachelor's Degree in finance and international business from Florida International University. His specialties include retail and commercial banking, international banking services, foreign national mortgages, and portfolio equity lending.
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About
I am committed to create value to my clients’ lives by truly understanding what matters to them. My goal is to deliver sound guidance to help them navigate thru their financial life. My career in the financial services industry began in 1994 and I’ve served in various roles over the years. I was born in Peru and have lived in several countries including Venezuela, Mexico and Saint Martin. I believe this provides me with an enhanced perspective on today’s global economy and also helps me service clients from around the world, particularly Latin America. The best guidance I can give to clients is this: “In life, as well as in personal finance, one should always have a plan in place.” I’ve lived in Florida for more than two decades. When I’m away from the office, I enjoy traveling and playing tennis. I hold a Bachelor’s Degree in finance and international business from Florida International University. Additionally, I have Series 6, 7, 63 & 66 licenses, as well as Florida Life, Health and Variable Annuities licenses. Specialties: Retail & Commercial Banking, International Banking Services, Foreign National Mortgages, Jumbo Mortgages, Conventional Mortgages, Home Equity Lending, Unsecured Lending, Portfolio Equity Lending & Wealth Management.
...See MoreWork Experience
Senior Wealth Advisor
Vice President - Wealth Management
Wealth Relationship Manager
Financial Services
Hector Evangelista's Professional Milestones
- Vice President - Wealth Management (2011-08-01~2018-05-01): Transformed wealth management strategy, maximizing investment returns and driving financial performance.
- Bilingual Personal Banker (1994-06-01~1999-06-01): Provided international banking support, ensuring timely and efficient transactions for clients.
Education
Skill
Loans
Banking
Credit
Portfolio Management
Mortgage Lending
Investments
Wealth Management
Commercial Banking
Sales
Relationship Management
Series 63
Financial Analysis
Credit Analysis
Mutual Funds
Retail Banking
Loan Origination
Series 7
Equities
Sales Management
Residential Mortgages
International Banking Services
Retirement Planning
Asset Allocation
Unsecured Loans
Negotiation
Series 6
Securities
Spanish
Trusted Advisor
Foreign National Loans
Jumbo Mortgage
Fixed Annuities
Strategic Financial Planning
Equity Loans
Social Networking
Purchase Money
Second Mortgages
Home Equity Lines Of Credit
Nmls Licensed
Fnma
Homepath
Super Jumbo
Direct Lender
Home Equity Loans
Refinance
Deposits
High Net Worth Individuals
Retirement
Credit Cards
Certification
Colleagues
Other Named Hector Evangelista
Frequently asked questions
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Hector Evangelista's social media include: Linkedin,
Hector Evangelista works for Citi
Hector Evangelista's role in Citi is Vice President - Wealth Management
Hector Evangelista works in the industry of Financial Services
Hector Evangelista's colleagues are Britney A,Leonard Thomson,Ashley Clements
Hector Evangelista's latest job experience is Vice President - Wealth Management at Citi
Hector Evangelista's latest education in The Wharton School