Jonathan Caprilli Email & Phone Number

EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $12 Billion in AUM as of March 31, 2021. At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today’s economic landscape is constantly evolving and as a result, there is no formulaic answer for.

Montecito, CA

• Role Overview:As Operations Associate I worked closely with Wealth Managers, Operations Associates, Investment Associates, Director of Operations, and custodians, to provide support to wealth managers, clients, and.
• Prepare client account paperwork
• Coordinate alternative investment subscription/redemption requests
• Process money movements (checks, journals, wires, account transfers, etc)
• Process quarterly estimated tax payments, annual RMDs and gifting securities
• Prepare materials for client review meetings

Santa Barbara, California Area

• Some of my responsibilities in the Investment Department include:
• Working with advisor teams to process client requests for distributions.
• Respond to client inquiries by researching and advising client service teams on IRS guidelines and custodian offerings.
• Work with Client Services and Compliance to process all investment policy guidelines.
• Institute deposit/withdrawal links between clients’ bank accounts and their institutional accounts.
• Assist the trading desk with raising cash for clients monthly distributions.

Santa Barbara, California Area

• Experience with high capacity events and attending to guests / customers in a polite and timely manner
• Worked comfortably as a dynamic employee at the main bar / weddings/ banquets/ and pool bar
• Excellent at adapting and learning other bar set ups / techniques
• Handled cash transactions promptly and accurately
• Experience with Micros and HIS computer systems
• Relinquished banquet event orders at the main bar and replenished alcohol

Goleta CA

• Provided support for people in a household with special needs (OCD, autism, cerebral palsy, fragile x syndrome, down syndrome)
• Administered medication to supported people correctly as prescribed and in a timely manner
• Money management / Data Entry for the household using Microsoft Excel spreadsheet todocument financial expenses
• Balanced checkbooks and reconciled checks every 2 weeks to track expenses for thehousehold

Bachelor'S Degree, Psychology

Activities and Societies: • Founding Father of the Sigma Nu (EN) Fraternity at UCSB 2012. Leadership position was Risk Reduction Chair. •.

Minor, International/Global Studies

Associate’S Degree, Mathematics

Associate’S Degree, Natural Sciences