EDUCATION AND CERTIFICATIONS

  • B.A., Finance and Data Analytics, Bethel University

Evan Rengel

Operations Associate

651.735.5878 | Phone
651.735.5881 | Fax

mail

Evan hopes to channel his passion for personal finance to help clients reach their investment goals and excel in their financial ecosystem.

Evan recently graduated from Bethel University where he received his degree in finance and data analytics. At Bethel, Evan was accepted into the Royal Investment Fund where he was eventually appointed the Director of Risk and Operations. In this position, he redesigned and implemented performance report metrics to better assess risk and return on an ongoing basis. Evan presented these improved deliverables at monthly investment committee meetings, which allowed for timely and accurate decisions around the fund’s investment selection.

Prior to joining to TruNorth, Evan was a business analyst where he served as a primary liaison between IT and the broader business. He provided insights and efficiency gains in coding and product development, communicating these updates to multiple departments throughout the organization.

At TruNorth, Evan hopes to channel his passion for personal finance to help clients reach their investment goals and excel in their financial ecosystem.

Evan enjoys snowboarding, pickleball, running, taking walks, and spending time with his family. You can ask him about his life with adopted siblings or what he has been up to outdoors recently.

The TruNorth team takes a hands-on, holistic view of each client’s wealth – both now and in the future. I’m glad to be a part of a team that takes this approach to client service.