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Mark Giese

Assistant Controller at EP Wealth Advisors

  • LinkedIn

Email Email: m****@epwealth.com

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

Currently serving as the assistant controller for EP Wealth Advisors. We are a fast growing RIA with over $18B in AUM's as of Q1 2023. Responsibilities include day to day accounting as we...

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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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Employees

Michael McGrath

Senior Vice President / Partner

Germana Moura

Senior Compliance Associate

Adam Phillips

Managing Director, Portfolio Strategy

Emily Sorensen

Financial Planning Associate

Evan Rice

Financial Planning Analyst

Jordan Paul

Financial Planning Associate

Frequently Asked Questions Regarding Mark Giese

Answer: Mark Giese works for EP Wealth Advisors as Assistant Controller

Answer: Mark Giese’s role in EP Wealth Advisors is Assistant Controller

Answer: Mark Giese's email address is m***@gmail.com

Answer: Mark Giese's business email address is m****@epwealth.com

Answer: Mark Giese’s direct phone number is (***)-***-****

Answer: Mark Giese works in the industry of: Financial Services

Answer: Mark Giese is the current Assistant Controller at EP Wealth Advisors.... Read More

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

Answer: EP Wealth Advisors's Assistant Controller is Mark Giese

Answer: Mark Giese contact details:

  • Phone number  :  (***)-***-****
  • Email  :  m****@epwealth.com

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