AeroLeads people directory · profile
Katherine Phan Email & Phone Number
Advisor Marketing Manager
at
EP Wealth Advisors
1 work email found
@epwealth.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Advisor Marketing Manager
Location
Seattle, Washington, United States
Company size
Who is Katherine Phan? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Katherine Phan is listed as Advisor Marketing Manager at EP Wealth Advisors, a company with 138 employees, based in Seattle, Washington, United States. AeroLeads shows a work email signal at epwealth.com and a matched LinkedIn profile for Katherine Phan.
Katherine Phan holds Bachelor Of Applied Science (Basc) from Arizona State University.
Company email context
Email format at EP Wealth Advisors
This section adds company-level context without repeating Katherine Phan's masked contact details.
{first_initial}{last}@epwealth.com
89% confidence
AeroLeads found 1 current-domain work email signal for Katherine Phan. Compare company email patterns before reaching out.
Profile bio
About Katherine Phan
Katherine Phan is a Advisor Marketing Manager at EP Wealth Advisors. She possess expertise in customer service, management, technical recruiting, marketing, sales and 20 more skills.
Listed skills include Customer Service, Management, Technical Recruiting, Marketing, and 21 others.
Current workplace
Katherine Phan's current company
Company context helps verify the profile and gives searchers a useful next step.
Ep Wealth Advisors
1 role
Katherine Phan work experience
A career timeline built from the work history available for this profile.
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Advisor Marketing Manager
Team & coworkers
Colleagues at EP Wealth Advisors
Other employees you can reach at epwealth.com. View company contacts for 138 employees →
AC
Aaron Chin
Colleague at Ep Wealth Advisors
Redondo Beach, California, United States, United States
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BW
Brenda Winn
Colleague at Ep Wealth Advisors
Salt Lake City, Utah, United States, United States
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JD
Juna Disha
Colleague at Ep Wealth Advisors
South Weymouth, Massachusetts, United States, United States
View →
ET
Elizabeth Tiberi
Colleague at Ep Wealth Advisors
Greater Philadelphia, United States
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KO
Kevin O'Reilly, Cfp®
Colleague at Ep Wealth Advisors
Phoenix, Arizona, United States, United States
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AC
Aleksandr Chkadua, Cfp®
Colleague at Ep Wealth Advisors
Marina Del Rey, California, United States, United States
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BM
Bill Morrissey
Colleague at Ep Wealth Advisors
Mount Vernon, Washington, United States, United States
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SU
Scott Upham
Colleague at Ep Wealth Advisors
Portland, Maine Metropolitan Area, United States
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CD
Curtis Divona
Colleague at Ep Wealth Advisors
San Marcos, California, United States, United States
View →
SR
Stephanie Richman Cfp®
Colleague at Ep Wealth Advisors
San Francisco Bay Area, United States
View →
Aaron Chin
Colleague at Ep Wealth Advisors
Redondo Beach, California, United States, United States
View →
BW
Brenda Winn
Colleague at Ep Wealth Advisors
Salt Lake City, Utah, United States, United States
View →
JD
Juna Disha
Colleague at Ep Wealth Advisors
South Weymouth, Massachusetts, United States, United States
View →
ET
Elizabeth Tiberi
Colleague at Ep Wealth Advisors
Greater Philadelphia, United States
View →
KO
Kevin O'Reilly, Cfp®
Colleague at Ep Wealth Advisors
Phoenix, Arizona, United States, United States
View →
AC
Aleksandr Chkadua, Cfp®
Colleague at Ep Wealth Advisors
Marina Del Rey, California, United States, United States
View →
BM
Bill Morrissey
Colleague at Ep Wealth Advisors
Mount Vernon, Washington, United States, United States
View →
SU
Scott Upham
Colleague at Ep Wealth Advisors
Portland, Maine Metropolitan Area, United States
View →
CD
Curtis Divona
Colleague at Ep Wealth Advisors
San Marcos, California, United States, United States
View →
SR
Stephanie Richman Cfp®
Colleague at Ep Wealth Advisors
San Francisco Bay Area, United States
View →
2 education records
Katherine Phan education
High School Diploma
Curtis Highschool
FAQ
Frequently asked questions about Katherine Phan
Quick answers generated from the profile data available on this page.
What company does Katherine Phan work for?
Katherine Phan works for EP Wealth Advisors.
What is Katherine Phan's role at EP Wealth Advisors?
Katherine Phan is listed as Advisor Marketing Manager at EP Wealth Advisors.
What is Katherine Phan's email address?
AeroLeads has found 1 work email signal at @epwealth.com for Katherine Phan at EP Wealth Advisors.
Where is Katherine Phan based?
Katherine Phan is based in Seattle, Washington, United States while working with EP Wealth Advisors.
What companies has Katherine Phan worked for?
Katherine Phan has worked for Ep Wealth Advisors.
Who are Katherine Phan's colleagues at EP Wealth Advisors?
Katherine Phan's colleagues at EP Wealth Advisors include Aaron Chin, Brenda Winn, Juna Disha, Elizabeth Tiberi, and Kevin O'Reilly, Cfp®.
How can I contact Katherine Phan?
You can use AeroLeads to view verified contact signals for Katherine Phan at EP Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Katherine Phan attend?
Katherine Phan holds Bachelor Of Applied Science (Basc) from Arizona State University.
What skills is Katherine Phan known for?
Katherine Phan is listed with skills including Customer Service, Management, Technical Recruiting, Marketing, Sales, Project Management, Cold Calling, and Training.
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