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Start for FreeMatt Meier
Wealth Operations Associate @EP Wealth Advisors
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WORK HISTORY
Wealth Operations Associate @EP Wealth Advisors
Torrance, CA, US
Develop and maintain trusted relationships with high net worth clients, internal associates and departments; custodian partners, and service providers ie. Charles Schwab, Fidelity, and TDAmeritrade- Assign asset allocation to over $16.1 Billion in assets across accounts to prepare them for trading- Define and set account parameters for alternative investment funds ie. BREIT as well as other SMA & UMA accounts- Track and document tasks and activities in CRM and other internal systems- Perform various account maintenance including opening of accounts, transfer of assets (TOA), money movement, closing of accounts, internal agreements etc- Maintain client account and trading database system.
ABOUT MATT MEIER
Financial operations and advisory.
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