ECHELON Partners
ECHELON Partners

ECHELON Partners Information

Contact top employees from ECHELON Partners

Summary

ECHELON Partners is a private company that has been in the industry for 25 years. The company currently specializes in the Investment Banking, Investment Management & Fund Operators areas. The position of the CEO is occupied by Dan Seivert. Its headquarters is located at Manhattan Beach, California, USA. The number of employees ranges from 1 to 25. The annual revenue of ECHELON Partners varies between 25M and 100M. To connect with ECHELON Partners employee register on SignalHire.

Organization Website

echelon-partners.com

Social Links

twitterlinkedInlinkedIntwitter

Phone Number

888.560.9027

Industries

Headquarters Location

2321 Rosecrans Ave, El Segundo, California, 90245 US

Employees Size

1-10 employees

Specialties

Investment Banking, Management Consulting, Valuation, Research Presentations, Succession Planning, M&A, Succession Transactions, NextGen, Transitions, Wealth Management, Investment Management, wealthTECH, RIAs, Hybrids, Independent Broker/Dealers, Strategic Planning, Continuity Planning, Compensation Design, Equity Sharing Plan Design, Strategy, Expert Witness, Speaker, Internal Succession Planning, External Sale of Business, Wealth Management, Asset Management, Investment Management, RIAs, IBD, Hybrid, Wealth Managers, CEOs, Executive Compensation

SIC Code

6282

DMA Code

Los Angeles Metropolitan Area

Founded

2001

Estimated Annual Revenue

$25M - 100M

Operating Status

Independent Company

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at ECHELON Partners shows a diverse range of experience levels:
5% have been with the company for less than 1 year11% for 1–2 years5% for 3–4 years26% for 5–7 years16% for 8–10 years37% have over 11 years of service at ECHELON Partners
Ex-employees positions
In Company
In New Company
Contact top employees from ECHELON Partners
Jessica Cline
Vice President of Administration
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Barnaby Audsley
Senior Vice President | Investment Banking
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Dan Seivert
CEO and Managing Partner
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Brett Mulder
Senior Vice President Investment Banking
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Sam Sphire
Vice President | Investment Banking
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Katie McLellan
Vice President of Marketing
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Anna McConnell
Investment Banking Summer Analyst
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Nick Horacek
Investment Banking Analyst
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Bill Curry
Managing Partner
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James Dilworth
Strategic Advisor
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Michael Nadell
Investment Banking Analyst
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Parker McFadden
Investment Banking Senior Analyst
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Matthew Hopkins
Investment Banking Analyst
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Brooke Willier
Marketing Analyst
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Julian Seivert
Investment Banking Analyst
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FAQ

ECHELON Partners operates in the Investment industries. More details can be found on the official website: echelon-partners.com.
The headquarters of ECHELON Partners are located in El Segundo, United States.
The current CEO of ECHELON Partners is Dan Seivert
You can contact ECHELON Partners by phone at 888.560.9027.
ECHELON Partners currently employs 1-10 people.
ECHELON Partners's revenue is approximately 30.1M.
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