Brad Rice Email and Phone Number
Brad Rice work email
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Brad Rice personal email
Experienced estate planning, compliance, and corporate attorney with particular expertise in all aspects of regulatory management, Bank Secrecy Act (BSA), and anti-money laundering (AML) compliance. Proven success consulting global organizations, start-ups, and individuals. Able to manage complex projects and work with global cross-functional teams in a collaborative and efficient manner.
Ep Wealth Advisors
View- Website:
- epwealth.com
- Employees:
- 138
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Corporate CounselEp Wealth Advisors Apr 2023 - PresentSalt Lake City Metropolitan Area
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Associate Estate AttorneyEp Wealth Advisors Feb 2022 - PresentSalt Lake City Metropolitan Area
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Business And Estate Planning AttorneySmart Schofield Shorter Aug 2020 - Feb 2022Salt Lake City Metropolitan Area• Partnered with new and developing companies to draft and negotiate asset and stock purchase agreements, real estate agreements, NDAs, non-compete/solicitation agreements, independent contractor agreements, service agreements, and multi-million-dollar commercial leases• Designed estate plans for individuals and families protecting business interests, real estate investments and unique family situations• Managed, trained, and developed paralegals and staff within corporate and estate planning divisions -
Financial Crimes Compliance Kyc/Edd AnalystGoldman Sachs Apr 2019 - Jul 2020Greater Salt Lake City Area• Consistently exceed case closure expectations while multitasking between projects in negative media screening, enhanced due diligence, rolling review, and client onboarding spaces• Manage risk by preparing investigative reports and presenting recommendations to global KYC, sanctions, anti-bribery, transaction surveillance, and market surveillance groups• Designate PEP statuses based on principals’ political exposure and AML risk• Conduct reviews of customers and account transactions by utilizing negative news inquiries,publicly available internet research and other available internal and external tools -
AttorneyWamsley & Associates, L.C. Aug 2018 - Apr 2019Greater Salt Lake City Area• Drafted contracts, estate plans, court motions, and general business documents• Negotiated with opposing counsel, insurance companies, creditors, and construction companies• Researched issues of first impressions and advanced client interests in court• Developed business by meeting potential clients and maintaining relationships with existing clients
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Research Assistant, Penn State LawPenn State University Aug 2015 - May 2018State College, Pennsylvania Area• Researched insider trading standards and compared differences between the US and European systems for article published in European Company and Financial Law Review• Evaluated recent court cases, determining changing trends in intellectual property practice and presenting information to law faculty• Created online modules for business law topics used by undergraduates to understand topics and explore concepts• Analyzed and collected data on law schools and professors to identify ways of comparing programs across national jurisdictions for Penn State Law Review Article -
Mba Business Strategy InternCharles Schwab Jun 2017 - Aug 2017Greater Denver Area• Performed market analysis of digital strategy within financial services sector and presented findings to 30 directors/managers/vice presidents in preparation for prototyping new offer• Conducted primary research within ultra-high net worth service team, identifying opportunities to improve efficiency and spearheading process improvement initiative with multiple department managers• Facilitated client strategy rollout helping advisors identify and address complex wealth needs with goal of increased asset retention and client satisfaction• Organized content from hundreds of internal sites and coordinated with managers from various departments to co-design single internal platform aimed at improving knowledge management and increasing efficiency -
Legal InternOpus Bank Jun 2016 - Aug 2016Irvine, California• Identified companies for possible future M&A opportunities and presented recommendations to COO• Performed market analysis of mobile banking strategy and recommended improvements for current platform to CEO and Executive Committee• Co-negotiated and restructured $20MM loan agreement for failing company• Drafted and negotiated various contracts such as credit agreements, non-disclosure agreements, forbearance agreements, and inter-creditor agreements• Coordinated with outside counsel in determining litigation strategy for trade secret dispute• Consolidated contracts and identified synergies after acquisition of $103MM company• Supported Chief Marketing Officer by interviewing key team members in order to develop public-facing spotlight videos used to enhance market perception• Advised bank divisions on legal matters ranging from commercial and investment banking to human resources -
Legal InternDexter & Dexter Attorneys At Law, Pc May 2015 - Aug 2015Provo, Utah Area• Formed LLC, drafting articles of organization based on client’s goals and ensuring client understood responsibilities required to operate the business• Developed strategy for over 40 bankruptcy cases, working with clients to protect assets and negotiate with creditors• Co-negotiated with district attorney’s office to reduce sentences and protect client interests• Consulted with clients, and prospective clients, on issues dealing with business formation, estate planning, bankruptcy, criminal proceedings, personal injury, and family law
Brad Rice Skills
Brad Rice Education Details
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Strategic Leadership And Entrepreneurship -
Doctor Of Law (J.D.) -
Banking, Corporate, Finance, And Securities Law -
Technical Theatre/Theatre Design And Technology -
History And Political Science
Frequently Asked Questions about Brad Rice
What company does Brad Rice work for?
Brad Rice works for Ep Wealth Advisors
What is Brad Rice's role at the current company?
Brad Rice's current role is Attorney at EP Wealth Advisors.
What is Brad Rice's email address?
Brad Rice's email address is br****@****art.com
What schools did Brad Rice attend?
Brad Rice attended Penn State Smeal Mba Program, Penn State Law, Università Commerciale 'luigi Bocconi', University Of Utah, Utah Valley University.
What skills is Brad Rice known for?
Brad Rice has skills like Volunteer Management, Fundraising, Microsoft Office, Powerpoint, Public Speaking, Microsoft Word, Microsoft Excel, Legal Research, Legal Writing, Contract Negotiation, Business Strategy, Strategy.
Who are Brad Rice's colleagues?
Brad Rice's colleagues are Hunter Brasher, Chad Burton, Cfp®, Rich Derafelo, Cfp®, Brad Robinson, Cfa, Cfp®, Sean Cartin, Cfp®, Brian Liberis, J. Aldus Simmons.
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