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Anne Kendall

Tax Manager at EP Wealth Advisors

  • LinkedIn

Email Email: a****@taxplusla.com

phone noPhone Number: (***)-***-****

CPA tax accountant with 4+ years of experience (5 tax seasons) preparing and reviewing federal and state tax returns for individuals, businesses (1120, 1120S & 1065) and trusts. Managed a...

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EP WEALTH ADVISORS

EP WEALTH ADVISORS

  • description Description
    EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $19.5 billion in client assets under management (as of June 30, 2023). At EP Wealth Advis...

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  • Employees count Employees 201-500
  • Revenue Revenue 50 Million to 100 Million
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EP Wealth Advisors Org Chart and Mapping

Employees

Adam Hale

Financial Planning Associate

Geo Beltran

Financial Planning Associate

Elmer Guerra

Investment Operations Associate

Nicole Smith

Office Services Associate

Austin King

Associate Director of Advisor Marketing

Ethan Upham

Client Relationship Associate Analyst

Tiffany Merriman

Senior Client Relationship Associate

Haylee Michaud

Customer Relationship Specialist

Cfp® Mike Ramirez

Manager - Financial Planning

Frequently Asked Questions Regarding Anne Kendall

Answer: Anne Kendall works for EP Wealth Advisors as Tax Manager

Answer: Anne Kendall’s role in EP Wealth Advisors is Tax Manager

Answer: Anne Kendall's email address is a***@gmail.com

Answer: Anne Kendall's business email address is a****@taxplusla.com

Answer: Anne Kendall’s direct phone number is (***)-***-****

Answer: Anne Kendall works in the industry of: Financial Services

Answer: Anne Kendall is the current Tax Manager at EP Wealth Advisors.... Read More

Answer: Anne Kendall works EP Wealth Advisors located at Hawthorne BLVD Ste 1200, Torrance, , 90503, California, 21515, United States

Answer: EP Wealth Advisors's Tax Manager is Anne Kendall

Answer: Anne Kendall contact details:

  • Phone number  :  (***)-***-****
  • Email  :  a****@taxplusla.com

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