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Nicholas Barrett

Operations Associate at EP Wealth Advisors

  • LinkedIn

Email Email: n****@epwealth.com

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

Goal oriented self starter. Dedicated and willing to learn. Not afraid to think outside the box and willing to take on challenges and responsibility. Compassionate and focused.

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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

Jordan Paul

Financial Planning Associate

Cfp® Mike Ramirez

Manager - Financial Planning

Brenda Winn

Client Relationship Manager

Brandon Beckner

Financial Advisor, Vice President

Katherine Phan

Regional Office Manager

Alan Berkshire

Chief Administrative Officer & General Counsel

Mitch Conlon

Regional Director, Partner

Frequently Asked Questions Regarding Nicholas Barrett

Answer: Nicholas Barrett works for EP Wealth Advisors as Operations Associate

Answer: Nicholas Barrett’s role in EP Wealth Advisors is Operations Associate

Answer: Nicholas Barrett's email address is n***@gmail.com

Answer: Nicholas Barrett's business email address is n****@epwealth.com

Answer: Nicholas Barrett’s direct phone number is (***)-***-****

Answer: Nicholas Barrett works in the industry of: Financial Services

Answer: Nicholas Barrett is the current Operations Associate at EP Wealth Advisors.... Read More

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

Answer: EP Wealth Advisors's Operations Associate is Nicholas Barrett

Answer: Nicholas Barrett contact details:

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

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