Stephan Geraud
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Stephan Geraud Email & Phone Number

Compliance Associate at EP Wealth Advisors
Location: Greater Seattle Area, United States, United States 8 work roles 2 schools
1 work email found @epwealth.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@epwealth.com
LinkedIn Profile matched
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Current company
EP Wealth Advisors
Role
Compliance Associate
Location
Greater Seattle Area, United States, United States
Company size
138 employees

Who is Stephan Geraud? Overview

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Quick answer

Stephan Geraud is listed as Compliance Associate at EP Wealth Advisors, a company with 138 employees, based in Greater Seattle Area, United States, United States. AeroLeads shows a work email signal at epwealth.com and a matched LinkedIn profile for Stephan Geraud.

Stephan Geraud previously worked as Compliance Analyst at Ep Wealth Advisors and Financial Services Manager at Klevens Capital Management, Inc.. Stephan Geraud holds Minor, Marketing from Washington State University.

Company email context

Email format at EP Wealth Advisors

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{first_initial}{last}@epwealth.com
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AeroLeads found 1 current-domain work email signal for Stephan Geraud. Compare company email patterns before reaching out.

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Profile bio

About Stephan Geraud

Stephan Geraud is a Compliance Associate at EP Wealth Advisors. He possess expertise in customer service, microsoft office, microsoft excel, leadership, microsoft word and 6 more skills.

Listed skills include Customer Service, Microsoft Office, Microsoft Excel, Leadership, and 7 others.

Current workplace

Stephan Geraud's current company

Company context helps verify the profile and gives searchers a useful next step.

EP Wealth Advisors
Ep Wealth Advisors
Compliance Associate
torrance, california, united states
Website
epwealth.com
Employees
138
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Company profile
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8 roles

Stephan Geraud work experience

A career timeline built from the work history available for this profile.

Compliance Analyst

Current
Ep Wealth Advisors

Kirkland, Washington, United States

Oct 2022 - Present

Financial Services Manager

Klevens Capital Management, Inc.

Bellevue, Washington, United States

Dec 2021 - Oct 2022

Campaign Manager

Uproot Management, Inc.

Bellevue, Washington, United States

Nov 2021 - Dec 2021

Sales Consultant

Volvo Cars

Bellevue, Washington, United States

Sep 2020 - Nov 2021

Student Fundraiser

Ruffolo Noel Levitz
Sep 2018 - Sep 2020

Administrative Assistant

Lmft Lisa Geraud

Bellevue, WA

Feb 2019 - Mar 2020
Team & coworkers

Colleagues at EP Wealth Advisors

Other employees you can reach at epwealth.com. View company contacts for 138 employees →

KC Kathy Costas Kathy Costas Colleague at Ep Wealth Advisors Westlake Village, California, United States, United States View → CB Chad Burton, Cfp® Chad Burton, Cfp® Colleague at Ep Wealth Advisors Vancouver, Washington, United States, United States View → CC Conor Coogan, Cfp® Conor Coogan, Cfp® Colleague at Ep Wealth Advisors Wakefield, Massachusetts, United States, United States View → AF Adam Fein Adam Fein Colleague at Ep Wealth Advisors Portland, Oregon, United States, United States View → JR Joey Roman Joey Roman Colleague at Ep Wealth Advisors Long Beach, California, United States, United States View → MR Mike Ramirez, Cfp®, Ccfc Mike Ramirez, Cfp®, Ccfc Colleague at Ep Wealth Advisors Carlsbad, California, United States, United States View → BP Bob Priola Bob Priola Colleague at Ep Wealth Advisors San Luis Obispo, California, United States, United States View → MD Morgan Degooyer, Cfp® Morgan Degooyer, Cfp® Colleague at Ep Wealth Advisors Salt Lake City Metropolitan Area, United States View → RN Rebecca Navas, Ea, Cts Rebecca Navas, Ea, Cts Colleague at Ep Wealth Advisors St George, Utah, United States, United States View → GW Greg Wells, Cfp® Greg Wells, Cfp® Colleague at Ep Wealth Advisors Torrance, California, United States, United States View →
2 education records

Stephan Geraud education

Minor, Marketing

Washington State University

Activities and Societies: I greatly enjoyed observing and studying marketing because human behavior fascinates me. I loved studying.

Bachelor Of Science - Bs, Psychology

Washington State University

Activities and Societies: I worked in multiple research labs in the department of psychology, including the Affective and Cognitive.

FAQ

Frequently asked questions about Stephan Geraud

Quick answers generated from the profile data available on this page.

What company does Stephan Geraud work for?

Stephan Geraud works for EP Wealth Advisors.

What is Stephan Geraud's role at EP Wealth Advisors?

Stephan Geraud is listed as Compliance Associate at EP Wealth Advisors.

What is Stephan Geraud's email address?

AeroLeads has found 1 work email signal at @epwealth.com for Stephan Geraud at EP Wealth Advisors.

Where is Stephan Geraud based?

Stephan Geraud is based in Greater Seattle Area, United States, United States while working with EP Wealth Advisors.

What companies has Stephan Geraud worked for?

Stephan Geraud has worked for Ep Wealth Advisors, Klevens Capital Management, Inc., Uproot Management, Inc., Volvo Cars, and Sinclair Broadcast Group.

Who are Stephan Geraud's colleagues at EP Wealth Advisors?

Stephan Geraud's colleagues at EP Wealth Advisors include Kathy Costas, Chad Burton, Cfp®, Conor Coogan, Cfp®, Adam Fein, and Joey Roman.

How can I contact Stephan Geraud?

You can use AeroLeads to view verified contact signals for Stephan Geraud at EP Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Stephan Geraud attend?

Stephan Geraud holds Minor, Marketing from Washington State University.

What skills is Stephan Geraud known for?

Stephan Geraud is listed with skills including Customer Service, Microsoft Office, Microsoft Excel, Leadership, Microsoft Word, Public Speaking, Microsoft Powerpoint, and Social Media.

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