Ebony Zepeda Email & Phone Number

Park City, Utah, United States

Century City, Ca

Woodland Hills, California

11766 Wilshire Boulevard, 9Th Floor Los Angeles, Ca 90025

Armanino LLP and RBZ have joined forces to become the largest independent accounting and business consulting firm based in California. As the Los Angeles office of Armanino LLP, our combined firm is now poised to be the go-to accounting and business consulting firm in California. Merging with Armanino significantly expands our practice areas in Business Management and Family Office, Law Firms, and Franchises while introducing Armanino’s high-tech and consulting capabilities to the Southern California marketplace. In addition, our real estate, middle market, nonprofit and international practice areas are now significantly strengthened by our expanded expertise in Northern California.

10250 Constellation Boulevard

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. Description:As a Portfolio Analyst, I provided support to Senior Portfolio Officers and the Managing Director of Portfolio Management, with responsibility for management of assigned client relationships. These clients included personal trusts, agency, estate, charitable, pension and institutional accounts which are most sensitive. Additional responsibilities included: review accounts to ensure the account is administered in accordance with the governing instrument and accepted fiduciary principles. Client communication.