Liz Mcqueen, Crpc®

Liz Mcqueen, Crpc® Email and Phone Number

Financial Servcies @ EP Wealth Advisors
torrance, california, united states
Liz Mcqueen, Crpc®'s Location
Kirkland, Washington, United States, United States
Liz Mcqueen, Crpc®'s Contact Details

Liz Mcqueen, Crpc® personal email

n/a

Liz Mcqueen, Crpc® phone numbers

About Liz Mcqueen, Crpc®

Liz Mcqueen, Crpc® is a Financial Servcies at EP Wealth Advisors. She possess expertise in portfolio management, investments, financial services, management, project management and 5 more skills. She is proficient in French.

Liz Mcqueen, Crpc®'s Current Company Details
EP Wealth Advisors

Ep Wealth Advisors

View
Financial Servcies
torrance, california, united states
Website:
epwealth.com
Employees:
138
Liz Mcqueen, Crpc® Work Experience Details
  • Ep Wealth Advisors
    Vice President And Partner
    Ep Wealth Advisors Dec 2021 - Present
    Kirkland, Washington, United States
  • Restart Partners
    Volunteer - Strategic Partnerships
    Restart Partners Jun 2020 - Present
    Seattle, Washington, United States
    Restart Partners is a nonprofit organization focused on fostering collaboration among state and local government leaders around the issue of personal protective equipment (PPE) and working together with behavioral experts to change social norms about wearing masks to help save lives.Our team includes leaders from a wide variety of backgrounds in technology, industry, data science, public policy, academia, government, marketing, public relations, and many other disciplines. Since we… Show more Restart Partners is a nonprofit organization focused on fostering collaboration among state and local government leaders around the issue of personal protective equipment (PPE) and working together with behavioral experts to change social norms about wearing masks to help save lives.Our team includes leaders from a wide variety of backgrounds in technology, industry, data science, public policy, academia, government, marketing, public relations, and many other disciplines. Since we founded our organization and got right to work during the COVID-19 crisis, the social distancing and stay-at-home requirements have just been a part of our daily work as we collaborate remotely with state governments, agencies and partners to try to make a difference during these challenging times. Show less
  • Soundmark Wealth Management
    Advisor
    Soundmark Wealth Management Mar 2015 - Dec 2021
    Kirkland, Wa
  • Coldstream Capital Management
    Client Services
    Coldstream Capital Management Mar 2012 - Feb 2015
    Bellevue
  • Morgen Grenfell
    Consultant Contractor
    Morgen Grenfell Jan 1997 - Jun 1997
  • Sq Computer Personnel
    Business Analyst
    Sq Computer Personnel Sep 1995 - Jun 1997
    Business Analyst responsible for product specification and project management.
  • Schroder Investment Mgt
    Consultant Contractor
    Schroder Investment Mgt Sep 1995 - Jan 1997
  • Dst
    Business Analyst
    Dst 1993 - 1995
  • S G Warburg & Co
    Dealer
    S G Warburg & Co Jan 1986 - Jan 1992
  • Hill Samuel
    Unit Trust Dealer
    Hill Samuel Sep 1981 - Oct 1986

Liz Mcqueen, Crpc® Skills

Portfolio Management Investments Financial Services Management Project Management Business Development Strategic Planning New Business Development Business Analysis Wealth Management

Liz Mcqueen, Crpc® Education Details

  • Croham Husrt School
    Croham Husrt School
  • Reigate College
    Reigate College
    Finance, General

Frequently Asked Questions about Liz Mcqueen, Crpc®

What company does Liz Mcqueen, Crpc® work for?

Liz Mcqueen, Crpc® works for Ep Wealth Advisors

What is Liz Mcqueen, Crpc®'s role at the current company?

Liz Mcqueen, Crpc®'s current role is Financial Servcies.

What is Liz Mcqueen, Crpc®'s email address?

Liz Mcqueen, Crpc®'s email address is li****@****ast.net

What is Liz Mcqueen, Crpc®'s direct phone number?

Liz Mcqueen, Crpc®'s direct phone number is +142544*****

What schools did Liz Mcqueen, Crpc® attend?

Liz Mcqueen, Crpc® attended Croham Husrt School, Reigate College.

What are some of Liz Mcqueen, Crpc®'s interests?

Liz Mcqueen, Crpc® has interest in Social Services, Economic Empowerment, Environment, Human Rights, Animal Welfare, Health.

What skills is Liz Mcqueen, Crpc® known for?

Liz Mcqueen, Crpc® has skills like Portfolio Management, Investments, Financial Services, Management, Project Management, Business Development, Strategic Planning, New Business Development, Business Analysis, Wealth Management.

Who are Liz Mcqueen, Crpc®'s colleagues?

Liz Mcqueen, Crpc®'s colleagues are Timothy Wiand, Cfp®, Ea, Alana Bauer, Jon Moore, Cfp®, Arthur Molina, Justin C., Abby Turner Morton, Jordan Loo.

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