Troy Evans
The Colony,TX
Summary
High-achieving Senior Regional Vice President with solid history of accomplishment in overseeing for operations. Offering remarkable track record of success and skill in pursuing new ways to improve the business.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Senior Regional Vice President
Advisors Asset Management
02.2023 - Current
- Responsible for sales in mutual funds, separately managed accounts, ETF’s, Alternatives and UIT’s
- Cover all channels
- Moved mutual fund sales from 17th to 3rd in AAM sales.
Regional Vice President
Transamerica Mutual Funds
02.2022 - 02.2023
- Focus on wire house exposure due to low penetration
- Cover Mutual Funds Only
- Utilize networking pool to expand RIA and independent producers.
Executive Director
Eaton Vance Distributors
08.2001 - 02.2022
- Responsible for sales in mutual funds, separately managed accounts, private placements, donor advised funds and offshore account
- Met or exceeded annual goal since 2001
- 2021 - Raised $1.673B in total assets.
Senior Coordinator / Regional Vice President / Western Division
Prudential Investments
10.1998 - 08.2001
- Top wholesaler in sales 1999, 2000 & 2001
- Increased sales in two regions from last place to first place within 6 months
- Managed 7 other wholesalers as Senior Coordinator.
Regional Sales Director / Pacific Northwest
New England Financial
09.1997 - 10.1998
- Responsible for selling annuities and building selling agreements
- Ranked number one in sales during entire tenure with NEF.
Internal Sales
Endeavor Group (Now TransAmerica)
01.1997 - 08.1997
- Worked as internal wholesaler with multiple wholesalers to maintain licenses
- Prospected for new clients ran analytics versus competition
- Traveled territory.
Co - Owner - / Southern California
Metro Media
07.1996 - 08.1997
- Private small business working with small businesses on profitability
- Hired and managed 11 employees
- Created entire training program.
Regional Wholesaler / Mid Atlantic Region
Wood Logan & Associates
06.1994 - 07.1996
- Covered seven states in Mid-Atlantic region
- Met or exceeded all sales quotas
- Cross sold multiple products through bank and independent channel.
Financial Advisor
Farber Financial
06.1992 - 06.1994
- Created and managed financial plans for clients
- Networked through leads associations
- Cold called and prospected new clients.
Education
Northern Virginia Community College (NOVA)
Annandale, VASanta Barbara City College
Santa Barbara, CASkills
- Innovation and Creativity
- Problem-solving abilities
- Relationship Building
- Organizational Skills
- Time management abilities
- Sales Strategies
- Multitasking
- Self Motivation
- Problem-solving aptitude
Certification
- NASD Series 7
- NASD Series 65
- NASD Series 63
Affiliations
- Outdoor enthusiast, fishing, hunting, archery, hiking and camping.
Timeline
Senior Regional Vice President
Advisors Asset Management
02.2023 - Current
Regional Vice President
Transamerica Mutual Funds
02.2022 - 02.2023
Executive Director
Eaton Vance Distributors
08.2001 - 02.2022
Senior Coordinator / Regional Vice President / Western Division
Prudential Investments
10.1998 - 08.2001
Regional Sales Director / Pacific Northwest
New England Financial
09.1997 - 10.1998
Internal Sales
Endeavor Group (Now TransAmerica)
01.1997 - 08.1997
Co - Owner - / Southern California
Metro Media
07.1996 - 08.1997
Regional Wholesaler / Mid Atlantic Region
Wood Logan & Associates
06.1994 - 07.1996
Financial Advisor
Farber Financial
06.1992 - 06.1994
Northern Virginia Community College (NOVA)
Santa Barbara City College
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