Jorge Bernal Email & Phone Number
Chief Operating Officer @ EP Wealth Advisors
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Jorge Bernal Location
- United States
Jorge Bernal Work
- Board Member @ (November 2025 - Present)
- Chief Operating Officer @ (November 2024 - Present)
- Chief Operating Officer and Head of Wealth Management @ (June 2022 - March 2024)
- Managing Director and co Head of Advisor Services @ Goldman Sachs Personal Financial Management (January 2021 - June 2022)
- Managing Director and COO @ Goldman Sachs Personal Financial Management (July 2019 - January 2021)
- Chief Operating Officer @ (July 2016 - July 2019)
- Senior Vice President @ (November 2008 - March 2016)
- Managing Director @ (February 2003 - November 2008)
- Vice President @ (November 2000 - February 2003)
- Operations Manager @ (February 1997 - November 2000)
- Supervisor @ (June 1990 - February 1997)
Jorge Bernal Education
- High Point University
Bachelor of Science (Business Administration, International Business)
Jorge Bernal Skills
- Series 7
- Series 24
- series 63
- Executive Management
- Wealth Management
- Brokerage Operations
- Financial Services
- Financial Advisory
- Risk Management
- Investments
- Credit Cards
- Management
- Business Relationship Management
- Fluent in Spanish
- Executive Level Management
- Executive
- chief operating officer
- COOs
- RIA
- Process Improvement
- Operations Management
- Customer Service
- Customer Experience
- International Operations
- Business Strategy
- Project Management
- Microsoft Word
- Microsoft Excel
Jorge Bernal Summary
- Jorge Bernal, based in United States, is currently a Chief Operating Officer at EP Wealth Advisors. Jorge Bernal brings experience from previous roles at EP Wealth Advisors, SageView Advisory Group and Goldman Sachs Personal Financial Management. Jorge Bernal holds a Bachelor of Science in Business Administration, International Business @ High Point University. With a robust skill set that includes Series 7, Series 24, series 63, Executive Management, Wealth Management and more. Jorge Bernal has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Jorge Bernal?
Find contact details for 700 million professionals.
Others Named Jorge Bernal
Jorge Bernal
Chief Operating Officer
United States
Jorge Bernal
Finance Manager
Bogotá, Bogota, CO
Jorge Bernal Robayo
CEO - Cofounder
Bogotá, CO
Jorge Bernal
Executive Vice President and Co-Owner
San Antonio, TX, US
Jorge Bernal
Practice Leader - Principal
Miami, FL, US
Jorge Bernal Vásquez
Jefe de Desarrollo Organizacional
Panama City, PA
Jorge Bernal
Quality Manager
Orange, CA, US
Jorge Bernal
Financial Controller
Atlanta, GA, US
Top EP Wealth Advisors Employees
Elena Stebakov
Managing Director, Head of Product
Austin, TX, US
Patrick Donovan
Managing Director and Partner
Boston, MA, US
Bill Corcoran
Managing Director, Partner
Boston, MA, US
Kevin O'Reilly
Senior Vice President
Phoenix, AZ, US
Jorge Bernal
Chief Operating Officer
United States
Rick Bryan
Vice President, Advisor, Partner
Seattle, WA, US
Jeffrey Ingraham
Managing Director
Rochester, NY, US
Adam Phillips
Managing Director, Investments
Torrance, CA, US
Robert Falconer
Vice President, Advisor
California, United States
Ryan Parker
Chairman and CEO
Salt Lake City, UT, US
Brian Parker
Managing Director
Hermosa Beach, CA, US
Jim Mocci
Managing Director, Head of Marketing
California, United States
Derek Holman
Managing Director
Torrance, CA, US
Dillon McGill
Vice President
San Luis Obispo, CA, US
Justin Mikhalevsky
Chief Product and Technology Officer
United States
Kelly Shannon
Managing Director, Head of Talent Management
New York, NY, US
Clay Zachry
Senior Vice President and Partner
Torrance, CA, US
Alan Berkshire
Chief Administrative Officer and General Counsel
Torrance, CA, US
Mario Chilin
Chief Compliance Officer
Torrance, CA, US
Giorgina Nguyen
Vice President, Wealth Advisor
Torrance, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co