Joey Roman
Wealth Advisor Associate at EP Wealth Advisors
- Role
- Wealth Advisor Associate at EP Wealth Advisors
- Location
- Long Beach, CA, US
- LinkedIn followers
- 500 followers
About Joey Roman
I am currently in my last year as an International Business major at CSULB looking to graduate and pursue a career in Wealth Advisory. I have developed a strong understanding of analytical and technological skills as well as market concepts through my studies at the college of business and my experience as a Wealth Advisory Fellow.
Experience
Wealth Advisor Associate
Jan 2024 — Present
Education
California State University-Long Beach - College of Business
Bachelor of Science - BS, International Business
2018
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