Senior Project Manager
Current
Jan 2023 - Present
AeroLeads people directory · profile
Joseph Epperson Email & Phone Number
Project Manager at Fiera Capital
at
Fiera Capital
1 work email found
@fieracapital.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Project Manager at Fiera Capital
Location
Boston, Massachusetts, United States
Who is Joseph Epperson? Overview
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Quick answer
Joseph Epperson is listed as Project Manager at Fiera Capital at Fiera Capital, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at fieracapital.com and a matched LinkedIn profile for Joseph Epperson.
Joseph Epperson previously worked as Senior Project Manager at Fiera Capital and Project Manager at Fiera Capital. Joseph Epperson holds Bachelor'S Degree, Finance, Economics from University Of Missouri-Columbia.
Company email context
Email format at Fiera Capital
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{first_initial}{last}@fieracapital.com
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AeroLeads found 1 current-domain work email signal for Joseph Epperson. Compare company email patterns before reaching out.
Profile bio
About Joseph Epperson
Joseph Epperson is a Project Manager at Fiera Capital at Fiera Capital. He possess expertise in microsoft office, web design, microsoft excel, html, css and 9 more skills.
Listed skills include Microsoft Office, Web Design, Microsoft Excel, Html, and 10 others.
Current workplace
Joseph Epperson's current company
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7 roles
Joseph Epperson work experience
A career timeline built from the work history available for this profile.
Project Manager
Current
Aug 2021 - Present
Associate | Senior Business Analyst
Feb 2021 - Aug 2021
Senior Business Analyst
Dec 2019 - Feb 2021
Lead Operations Analyst
- Managed a project to revamp the company’s 529 trade instruction process for the states of New Mexico and Nebraska which saved upwards of two FTE hours per day.
- Proficient in Microsoft Excel and VBA and create macros that reduce inefficiencies, risk, and costs by automating manual processes.
- Perform quality control measures on reports created by other members of the team.
- Facilitate the on-boarding of new clients and facilitate testing of new products.
- Provide training on internal and external systems to new employees as well as training existing employees on new tasks and functions.
- Create financial models for quarterly portfolio rebalance events.
Dec 2018 - Dec 2019
Operations Analyst
- Analyzed bank balances of mutual funds and instructed purchases or redemptions of underlying securities based on projected daily activity.
- Performed cash administration duties for institutional clients.
- Coordinated raising cash activities for fund expense payments such as management fees.
- Managed trading of cash flows with investment companies, as well as trade confirmation oversight.
- Researched reasons for overdrawn mutual funds in order to prevent incorrect claims being filed against our clients.
- Monitored and assisted in the resolution of any trade entry issues.
Jul 2017 - Dec 2018
Credit Analyst Intern
- Created and presented a plan to limit the acquisition of customers likely to default in payment which would save the company $2 million annually.
- Worked with the in-house Equifax representative to learn the company’s credit model and what amendments could be made to it.
May 2016 - Aug 2016
2 education records
Joseph Epperson education
Bachelor'S Degree, Finance, Economics
University Of Missouri-Columbia
Passed Cfa Level 1
Cfa Institute
FAQ
Frequently asked questions about Joseph Epperson
Quick answers generated from the profile data available on this page.
What company does Joseph Epperson work for?
Joseph Epperson works for Fiera Capital.
What is Joseph Epperson's role at Fiera Capital?
Joseph Epperson is listed as Project Manager at Fiera Capital at Fiera Capital.
What is Joseph Epperson's email address?
AeroLeads has found 1 work email signal at @fieracapital.com for Joseph Epperson at Fiera Capital.
Where is Joseph Epperson based?
Joseph Epperson is based in Boston, Massachusetts, United States while working with Fiera Capital.
What companies has Joseph Epperson worked for?
Joseph Epperson has worked for Fiera Capital, Brown Brothers Harriman, and Dish Network.
How can I contact Joseph Epperson?
You can use AeroLeads to view verified contact signals for Joseph Epperson at Fiera Capital, including work email, phone, and LinkedIn data when available.
What schools did Joseph Epperson attend?
Joseph Epperson holds Bachelor'S Degree, Finance, Economics from University Of Missouri-Columbia.
What skills is Joseph Epperson known for?
Joseph Epperson is listed with skills including Microsoft Office, Web Design, Microsoft Excel, Html, Css, Javascript, Jquery, and Management.
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