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Gena Bowman Email & Phone Number

Client Relationship Associate - EP Wealth Advisors at EP Wealth Advisors

Location: Sandy, Utah, United States 5 work roles 1 school

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✓ Verified May 2026 3 data sources Profile completeness 86%

Current company

EP Wealth Advisors

Role

Client Relationship Associate - EP Wealth Advisors

Location

Sandy, Utah, United States

Company size

138 employees

Who is Gena Bowman? Overview

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Quick answer

Gena Bowman is listed as Client Relationship Associate - EP Wealth Advisors at EP Wealth Advisors, a company with 138 employees, based in Sandy, Utah, United States. AeroLeads shows a matched LinkedIn profile for Gena Bowman.

Gena Bowman previously worked as Client Relationship Associate at Ep Wealth Advisors and Client Onboarding - Contingent Worker at Goldman Sachs. Gena Bowman holds Bachelor Of Business Administration - Bba, Business from University Of Nevada, Reno.

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Email format at EP Wealth Advisors

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EP Wealth Advisors

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Profile bio

About Gena Bowman

Gena Bowman is a Client Relationship Associate - EP Wealth Advisors at EP Wealth Advisors.

Current workplace

Gena Bowman's current company

Company context helps verify the profile and gives searchers a useful next step.

Ep Wealth Advisors

Client Relationship Associate - EP Wealth Advisors

torrance, california, united states

Website

epwealth.com

Employees

138

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Company profile

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5 roles

Gena Bowman work experience

A career timeline built from the work history available for this profile.

Client Relationship Associate

Current

Ep Wealth Advisors

Salt Lake City, Utah, United States

Jun 2024 - Present

Client Onboarding - Contingent Worker

Goldman Sachs

Salt Lake City Metropolitan Area

Jun 2023 - Jun 2024

Account Manager

Lumio

Lehi, Utah, United States

- Actively manage a portfolio of customer projects, ensure minimal friction to the customer as the job progresses from sale to permission to operate- Have a deep understanding of the operational flow to proactively call out and prevent issues prior to their occurrence- Clearly articulate expectations and project status with customers and sales.

Jun 2022 - Sep 2023

Teller

Check City

Draper, Utah, United States

Serve customers by managing loan documents, information, and financial transactions successfully in an organized, efficient, and secure manner.

Sep 2021 - Jun 2022

Shift Manager

Cash 1

Reno, Nevada, United States

Work as a team to along side other managers and tellers to complete daily tasks, demonstrating respect and professionalism, and supporting management with special requests as needed.

Oct 2017 - Aug 2021

Team & coworkers

Colleagues at EP Wealth Advisors

Other employees you can reach at epwealth.com. View company contacts for 138 employees →

CH

Cristin H. Rigg, Cfp®, Cdfa Colleague at Ep Wealth Advisors Los Angeles Metropolitan Area, United States View → MM

Michael Mcgrath, Ms, Cfp, Clu Colleague at Ep Wealth Advisors Los Angeles County, California, United States, United States View → LC

Lilli-Ann Carreón González Colleague at Ep Wealth Advisors Irvine, California, United States, United States View → JJ

Jared Johnson, Cfp® Colleague at Ep Wealth Advisors Keller, Texas, United States, United States View → PL

Pamela Lemire Colleague at Ep Wealth Advisors Mount Vernon, Washington, United States, United States View → KK

Kasey Kishiyama, Mba, Capm® Colleague at Ep Wealth Advisors Torrance, California, United States, United States View → BM

Bret Miller, Cfp®, Ea Colleague at Ep Wealth Advisors Littleton, Colorado, United States, United States View → TP

Tammy Prouty Colleague at Ep Wealth Advisors Mount Vernon, Washington, United States, United States View → SG

Stephan Geraud Colleague at Ep Wealth Advisors Greater Seattle Area, United States View → JL

Jared Lopez, Cfa Colleague at Ep Wealth Advisors Orange County, California, United States, United States View →

1 education record

Gena Bowman education

University Of Nevada, Reno

Business

FAQ

Frequently asked questions about Gena Bowman

Quick answers generated from the profile data available on this page.

What company does Gena Bowman work for?

Gena Bowman works for EP Wealth Advisors.

What is Gena Bowman's role at EP Wealth Advisors?

Gena Bowman is listed as Client Relationship Associate - EP Wealth Advisors at EP Wealth Advisors.

Where is Gena Bowman based?

Gena Bowman is based in Sandy, Utah, United States while working with EP Wealth Advisors.

What companies has Gena Bowman worked for?

Gena Bowman has worked for Ep Wealth Advisors, Goldman Sachs, Lumio, Check City, and Cash 1.

Who are Gena Bowman's colleagues at EP Wealth Advisors?

Gena Bowman's colleagues at EP Wealth Advisors include Cristin H. Rigg, Cfp®, Cdfa, Michael Mcgrath, Ms, Cfp, Clu, Lilli-Ann Carreón González, Jared Johnson, Cfp®, and Pamela Lemire.

How can I contact Gena Bowman?

You can use AeroLeads to view verified contact signals for Gena Bowman at EP Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Gena Bowman attend?

Gena Bowman holds Bachelor Of Business Administration - Bba, Business from University Of Nevada, Reno.

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