Evie obtained her Master’s degree in Business Management from Duke University’s Fuqua School of Business in May 2019. She also holds dual Bachelor’s degrees in Psychology and Communications from Wake Forest University. Prior to joining Univest Securities, Evie worked as a marketing specialist at New Oriental Education & Technology Group during college and gained valuable experience at China Everbright Bank in Beijing. She brings extensive expertise in business management, operations, investor relations, capital markets, public relations, and human resources. With a strong cross-disciplinary background and international perspective, Evie is known for her strategic mindset, executional excellence, and ability to drive organizational growth across diverse sectors.
Evie maintains FINRA Series 7 and 99 registrations.
