Greg Wells
Regional Director / Partner at EP Wealth Advisors
- Role
- Regional Director Partner at EP Wealth Advisors
- Location
- Torrance, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Greg Wells
Greg grew up in Glendora, California. During his time at University of California, Santa…
Experience
Regional Director Partner
Feb 2021 — Present · Los Angeles, CA, US
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.)
2001 — 2006
Skills
- Financial Advisory
- Budgets
- Money Management
- Sales
- Strategic Financial Planning
- Asset Allocation
- Business Networking
- Portfolio Management
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