Areas of expertise
Millan develops and manages business relationships with financial advisors connected to national firms, networks and large financial planning businesses. He is responsible for establishing initial contact with both new and existing allocated accounts, building and developing new business relationships via communications, specifically focusing on promoting Evelyn Partners' Investment Proposition.
Millan joined the firm in 2021 as a Relationship Manager, having previously worked for The Private Office, an established wealth management firm as an Operations Specialist.
Prior to this he worked in Insurance Broking for Aon a worldwide leading professional services company.
Professional qualifications and memberships
Millan also has a 2:1 Bachelor of Science Honours Degree in Financial Planning with Accounting and Finance.