Candice Epp Email & Phone Number
Investment Associate @ Merrill Lynch
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Candice Epp Location
- New York, NY, US
Candice Epp Work
- 2011 -now Investment Associate @
- 2009 -2011 Financial Advisor @
- 2009 -2011 Financial Consultant @ Wells Fargo Advisors, LLC
- 1994 -2003 Senior Institutional Sales Associate @ AllianceBernstein Institutional Investements
Candice Epp Education
- Lehigh University
BS (Business)
1990-1994
Candice Epp Skills
- Series 7
- Series 65
- Series 63
- Mutual Funds
- Client Services
- Wealth Management
- Asset Management
- Finance
- Investments
- Asset Allocation
- Securities
Candice Epp Summary
- Candice Epp, based in New York, NY, US, is currently a Investment Associate at Merrill Lynch. Candice Epp brings experience from previous roles at WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC), Wells Fargo Advisors, LLC and AllianceBernstein Institutional Investements. Candice Epp holds a 1990 - 1994 BS in Business @ Lehigh University. With a robust skill set that includes Series 7, Series 65, Series 63, Mutual Funds, Client Services and more. Candice Epp has 2 emails and 3 mobile phone numbers on RocketReach.
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