| Name | Title | Contact Details |
|---|---|---|
Monica Monroe |
VP, Human Resources Operations | Profile |
Maria Flores |
Director of Accounting | Profile |
Ronit Patel |
VP of Finance | Profile |
Qiara Suggs |
Senior Vice President Chief Human Resources Officer | Profile |
Anthony Holmes |
Director of Talent Operations | Profile |
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $15 billion in client assets under management (as of December 31, 2021). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today`s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.
Hw Financial Advisors is a Beachwood, OH-based company in the Financial Services sector.
Since 1986, Quest CE has built a reputation of being the premier provider of Compliance Education to the financial services industry. In addition to offering Providership Administration and insurance continuing education (CE) for professionals holding insurance licenses and professional designations like the CFP, CPA, CLE, CIMA and CLU/ChFC designations, Quest also provides a complete spectrum of compliance training solutions including the Financial Industry Regulatory Authority (FINRA) annually required Firm Element Training for registered representatives, On-demand Annual Compliance Meetings, Annual Compliance Questionnaires, Needs Analysis Surveys, Outside Business Activity Tracking, Gifts and Entertainment Tracking and Political Contributions Tracking.
World Film Svc Inc is a New York, NY-based company in the Financial Services sector.
The Nation`s Largest Provider of Simple, Pet Friendly Payment Plans for Veterinary Care! Scratch Financial, Inc. partners with veterinary clinics, and provides pet owners simple, friendly payment plans. Pet owners can apply, review, and accept a Scratchpay.com payment plan in 90 seconds!