Client Relationship Associate
Current
Jun 2024 - Present
AeroLeads people directory · profile
Gena Bowman Email & Phone Number
Client Relationship Associate - EP Wealth Advisors
at
EP Wealth Advisors
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Relationship Associate - EP Wealth Advisors
Location
Sandy, Utah, United States
Company size
Who is Gena Bowman? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Gena Bowman is listed as Client Relationship Associate - EP Wealth Advisors at EP Wealth Advisors, a 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.
Company email context
Email format at EP Wealth Advisors
This section adds company-level context without repeating Gena Bowman's masked contact details.
EP Wealth Advisors
Review company-level records connected to Gena Bowman before choosing the right outreach path.
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
5 roles
Gena Bowman work experience
A career timeline built from the work history available for this profile.
Client Onboarding - Contingent Worker
Jun 2023 - Jun 2024
Account Manager
- 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 representatives to avoid miscommunication and delays - Use data to understand roadblocks and creatively solve problems in a team setting- Develop a reputation for caring about the customer journey
Jun 2022 - Sep 2023
Teller
Serve customers by managing loan documents, information, and financial transactions successfully in an organized, efficient, and secure manner.
Sep 2021 - Jun 2022
Shift Manager
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 →
JP
Jean Pursley
Colleague at Ep Wealth AdvisorsAtlanta, Georgia, United States
View →
AS
Amanullah Syed
Colleague at Ep Wealth AdvisorsIndia
View →
LM
Liz Mcqueen, Crpc®
Colleague at Ep Wealth AdvisorsKirkland, Washington, United States
View →
JF
Jennifer Forsyth
Colleague at Ep Wealth AdvisorsWestwood, Massachusetts, United States
View →
RN
Rebecca Navas, Ea, Cts
Colleague at Ep Wealth AdvisorsSt George, Utah, United States
View →
JB
Jeffrey Burch
Colleague at Ep Wealth AdvisorsCape Elizabeth, Maine, United States
View →
SM
Shannon Murphy
Colleague at Ep Wealth AdvisorsLos Angeles Metropolitan Area, United States
View →
JJ
Jared Johnson, Cfp®
Colleague at Ep Wealth AdvisorsKeller, Texas, United States
View →
PN
Paul Napolitano
Colleague at Ep Wealth AdvisorsTorrance, California, United States
View →
AM
Ana Mercado
Colleague at Ep Wealth AdvisorsTorrance, California, United States
View →
Jean Pursley
Colleague at Ep Wealth AdvisorsAtlanta, Georgia, United States
View →
AS
Amanullah Syed
Colleague at Ep Wealth AdvisorsIndia
View →
LM
Liz Mcqueen, Crpc®
Colleague at Ep Wealth AdvisorsKirkland, Washington, United States
View →
JF
Jennifer Forsyth
Colleague at Ep Wealth AdvisorsWestwood, Massachusetts, United States
View →
RN
Rebecca Navas, Ea, Cts
Colleague at Ep Wealth AdvisorsSt George, Utah, United States
View →
JB
Jeffrey Burch
Colleague at Ep Wealth AdvisorsCape Elizabeth, Maine, United States
View →
SM
Shannon Murphy
Colleague at Ep Wealth AdvisorsLos Angeles Metropolitan Area, United States
View →
JJ
Jared Johnson, Cfp®
Colleague at Ep Wealth AdvisorsKeller, Texas, United States
View →
PN
Paul Napolitano
Colleague at Ep Wealth AdvisorsTorrance, California, United States
View →
AM
Ana Mercado
Colleague at Ep Wealth AdvisorsTorrance, California, United States
View →
1 education record
Gena Bowman education
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 Jean Pursley, Amanullah Syed, Liz Mcqueen, Crpc®, Jennifer Forsyth, and Rebecca Navas, Ea, Cts.
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.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Gena Bowman you were looking for.
View similar profiles
