Nicholas Lee's email & phone

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Investment Operations Associate - Annuities at EP Wealth Advisors|Los Angeles Metropolitan Area, United States

Position:

Investment Operations Associate - Annuities at EP Wealth Advisors

Location:

Los Angeles Metropolitan Area, United States

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Last updated: 2026-04-16

Updated: 2026-04-16

Found email addresses for Nicholas Lee:

Business email's:

n*******l@epwealth.com

Found phone for Nicholas Lee:

+1-***-***-9177

A different Nicholas Lee?

Work Experience 6 years

Investment Operations Associate - Annuities at EP Wealth Advisors

Mar 2026 - Current

Internal Wholesaler at Brighthouse Financial

Aug 2024 - Mar 2025

Internal Sales Associate at Brighthouse Financial

Sep 2023 - Aug 2024

Wealth Management Intern at DWM dwm.vn

Apr 2022 - Jun 2023

Server, Cashier at ALII FISH COMPANY, LLC

Jul 2020 - Dec 2020

Nicholas Lee started working in 2020, then the employee has changed 3 companies and 4 jobs. On average, Nicholas Lee works for one company for 8 months.

Education

Bachelor of Business Administration - BBA at University of California, Riverside

Frequently Asked Questions

What is Nicholas Lee's minimum period of employment in the companies?

Nicholas Lee's minimum period of employment in various companies is 5 months.

What is Nicholas Lee's average duration of employment for different companies?

On average, Nicholas Lee works for one company for 9 months

What industries has Nicholas Lee worked in?

Nicholas Lee works in the Financial Services. Previously, Nicholas Lee worked in the Insurance, and Internet.

What positions has Nicholas Lee held before?

Previously, Nicholas Lee worked as a Internal Wholesaler, and Internal Sales Associate, and Wealth Management Intern, and Server, Cashier.

How do I contact Nicholas Lee?

Nicholas Lee's phone number is +1-***-***-9177. Sign up to get contact details.

Who is the President & CEO of the EP Wealth Advisors?

The President & CEO of the EP Wealth Advisors is Patrick G. Goshtigian

Who are Nicholas Lee's peers at other companies?

Nicholas Lee's peers at other companies are Nami Yu

Nicholas Lee Namesakes

Name

Company

Position

Kitchen Manager

Automation Designs & Solutions, Inc.

Technical Support Specialist

Graduate Engineer

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