Lawrence Epperly Email & Phone Number
Director of Client Service @ Legacy Wealth Management, Inc. (Memphis, TN)
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Lawrence Epperly Location
- Memphis, TN, US
Lawrence Epperly Work
- 2025 -now Director of Client Service @
- 2023 -2024 Director of Portfolio Management @
- 2017 -2023 Portfolio Manager @
- 2016 -2017 Investment Officer @
- 2014 -2016 Associate Investment Advisor @
- 2013 -2014 Investment Analyst @
- 2012 -2014 Graduate Assistant @
- 2012 -2014 Equity Research Analyst - Health Care Sector @ The University of Iowa Henry Fund
- 2013 -2013 Bid Analyst Intern @
- 2011 -2013 Management Consultant Associate @ Vistabon Inc
- 2010 -2012 Table Games Floor Supervisor @
Lawrence Epperly Education
- The University of Iowa Tippie College of Business
Master of Business Administration (M.B.A.) (Finance, General)
2012-2014 - The University of Iowa Tippie College of Business
Bachelor of Business Administration (B.B.A.) (Finance, General)
2006-2010
Lawrence Epperly Skills
- Outline
- Violations
- CrossFit
- Social Media
- Finance Consulting
- FactSet
- Business Modeling
- Strategic Finance
- Customer Service
- Spine
- Non Profit Leadership
- Customer Feedback
- Valuation Modeling
- Complaints
- Softball
- Business Strategy
- Valuation
- Business Administration
- Research
- Casino
- Customer Satisfaction
- Equities
- Marketing
- Management
- Equity Valuation
- Sales
- Insurance
- Management Consulting
- Golf
- Business Development
- Financial Experience
- Iowa
- Asset Allocation
- Scheduling
- Business Systems
- Group Leadership
- Law Enforcement
- Farms
- Crystal Ball
- Casino Gaming
- Financial Modeling
- Baseball
- Consulting
- Communication
- Referrals
- Payments
- Spartan
- Interviews
- Healthcare
- Rules
- Dealers
- Utilization
- Crews
- Leadership
- Gaming
- Conflict Resolution
- Business Analysis
- FIX Protocol
- Portfolio
- Stocks
- Floors
- Bookkeeping
- Finance
- DCF Valuation
- Customer Relations
- Hiring
- Daily Operations
- Moving
- Corporate Finance
- Microsoft Word
- Active
- Transportation
- Paperwork
- Liberty
- Design
- Income
- Gaming Industry
- Reports
- Training
- Investment Valuation
- Profit
- Auditing
- Diverse Groups of People
- Conceptual Modeling
- Business Systems Consulting
- Human Resources
- Microsoft Excel
- Equity Research
- Quad
- Asset Management
- Hospitals
- Sprint
- Bloomberg
- Security
- Policy
- Analysis
- Wellness
- Pricing
- Cheating
- Coordinate
- PowerPoint
- Problem Solving
- Regulations
- Data Analysis
- Quarter
- Decision Making
Lawrence Epperly Summary
- Lawrence Epperly, based in Memphis, TN, US, is currently a Director of Client Service at Legacy Wealth Management, LLC. Lawrence Epperly brings experience from previous roles at Legacy Wealth Management, LLC and Hawthorn, PNC Family Wealth. Lawrence Epperly holds a 2012 - 2014 Master of Business Administration (M.B.A.) in Finance, General @ The University of Iowa Tippie College of Business. With a robust skill set that includes Outline, Violations, CrossFit, Social Media, Finance Consulting and more. Lawrence Epperly has 1 emails and 1 mobile phone numbers on RocketReach.
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Others Named Lawrence Epperly
Lawrence Epperly
Director of Client Service
Memphis, TN, US
Top Legacy Wealth Management, Inc. (Memphis, TN) Employees
Cathy Simmons
CCO
Memphis, TN, US
Duncan Miller
President and Chief Executive Officer
Memphis, TN, US
Lawrence Epperly
Director of Client Service
Memphis, TN, US
Nicholas Sowell
Director Of Financial Planning
Memphis, TN, US
Rebecca Rawlinson
Director of Financial Planning
Memphis, TN, US
Joseph Birch
Director of Financial Planning
Memphis, TN, US
Charles Jalenak
Director
Memphis, TN, US
Rob Sievers
Managing Director
Memphis, TN, US
Alan Vosburg
IT Manager
Memphis, TN, US
Hallie Peyton
Director Of Client Services
Memphis, TN, US
Grace Young
Operational Specialist
Memphis, TN, US
Ethan Franks
Portfolio Manager
Memphis, TN, US
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